Checking collaborator access

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.

To check whether a collaborators has set up their account:
  1. Click the  link (top row of the WhisperClaims window)

    This displays the list of claims alongside their collaborators

  2. Locate the claim you want to work on

  3. Check whether there are blue ticks  underneath 'Invited' and 'Joined' for the collaborator in question.

    Two blue ticks indicate that the collaborator has received their invite and set up their account. 

If the collaborator does not have a blue tick underneath 'Joined', you can resend the invitation email:

  1. Click the  link (top row of the WhisperClaims window)

    This displays the list of claims alongside their collaborators

  2. Locate the claim you want to work on

  3. Click on the menu and select 

  4. Select  in the pop-up

  5. 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 stage

  • Someone in your organisation has removed the collaborator from the claim
    The collaborator can be re-added to the claim - see Adding a Collaborator

  • The collaborators themselves have submitted their work on a claim

To give access to collaborators who have submitted their work on a claim:
  1. Click the  link (top row of the WhisperClaims window)
    This displays the list of claims alongside their collaborators
  2. Locate the claim you want to work on
  3. Click on the menu and select 
  4. Select  in the pop-up
  5. Your collaborator will now be able to access the claim


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