Checking collaborator access
A collaborator is a third-party who you can invite to review and contribute to one or more claims you are making for a client. A collaborator might be, for example, an external contributor, or an employee from the client organisation. Collaborators can be added to a claim any time after the initial Qualification Checks have been answered to set up the claim. However, sometimes collaborators can have issues accessing the WhisperClaims app.
To check whether a collaborator should have access to the App, you must be logged into the WhisperClaims system using either:
The user account to which the client is allocated, or
An account that has access to view All clients & claims
If you need to check access to a claim for a client who is not currently allocated to you, you must ask an administrator to either reallocate the client to you or to give your user account All clients & claims access.
Locate the claim that the collaborator was invited to through the
link or client view
Click on the
tab to see a list of collaborators associated with the claim
Check whether there are blue ticks
next to 'Invited' and 'Joined' for the collaborator in question.
Two blue ticks indicate that the collaborator has received their invite and set up their account.
Locate the claim that the collaborator was invited to through the
Click on the
Click on the
menu and select
Select
in the pop-up
The invitation email will be resent to your collaborator.
Collaborators might also report that they are having problems accessing a Claim they have been working on. This can happen because either:
Someone in your organisation has moved the claim to the Review stage
Once the claim has been moved to the Review stage, a collaborator cannot do further work on it unless it is moved back to the In Progress stageSomeone in your organisation has removed the collaborator from the claim
The collaborator can be re-added to the claim - see Adding a CollaboratorThe collaborators themselves have submitted their work on a claim
Locate the claim that the collaborator was invited to through the
Click on the
- Click on the
- Select
in the pop-up
- Your collaborator will now be able to access the claim
Related Articles
Removing a collaborator
To remove a collaborator from a claim you must be logged into the WhisperClaims system using either: The user account to which the client is allocated, or An account that has access to view All clients & claims If you need access to a claim for a ...Adding a collaborator through the workflow dashboard
A collaborator is a third-party who you can invite to review and contribute to one or more claims you are making for a client. A collaborator might be, for example, an external contributor, or an employee from the client organisation. Collaborators ...Managing user access
User access affects which clients and claims the user can view, which reports the user can access, and whether the user has admin access (“License admin”). To edit the user access for a user account, you must: Be logged into the WhisperClaims system ...Using view-only access to view your claim
To access a claim using view-only access, you must be logged into the WhisperClaims system using either: The user account to which the client is allocated, or An account that has access to view All clients & claims If you need access to a claim for a ...Adding a new claim through the client view
To add a new claim, you must be logged into the WhisperClaims system using either: The user account to which the client is allocated, or An account that has access to view All clients & claims If you need to add a claim for a client who is not ...