Managing user access

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 as a user with Administrator (“admin”) access

  • Know the name of the user whose access you want to change.

From any screen:

  1. Click the  button (top-right of the WhisperClaims window) and select Account

    This displays your user profile

  2. Click the  button

    This displays the names of all current WhisperClaims users in your organisation

  3. Locate the user whose account you want to edit and click the  button (right-hand side of row)

  4. Click the button

    This displays the Edit User form

  5. Select how much information the user can view
    This can be either Own clients & claims or All clients & claims

    When selecting the level of access, you need to consider whether the user needs the ability to view All clients & claims, or if Own clients & claims is sufficient. In general, users should not be able to see more information than is required for them to do their daily work.

  6. Select what types of reports the user can purchase
    This can be one of None, Own clients & claims, or All clients & claims 

    When selecting the types of reports the user can purchase, you need to consider whether the user needs the ability to purchase reports for All clients & claims, or if Own clients & claims (or even None) is sufficient. In general, users should not be able to purchase any reports other than those required for them to do their daily work.

  7. Select whether the user has admin access (“License admin”). If you want the user to have admin access, click the License admin checkbox

    When selecting whether to give the user admin access, you need to consider whether the user needs this level of access. In general, users should not need this level of access to do their daily work.

  8. Click the  button to complete the form

    • Related Articles

    • Editing user information

      User information consists of the user’s full name, phone number (optional), and email address. To edit the user information for a user account, you must: Be logged into the WhisperClaims system as a user with Administrator (“admin”) access Know the ...

    • Adding a new user

      To add a new user account, you must: Be logged into the WhisperClaims system as a user with Administrator ("admin") access. Know the full name and email of the new user. Decide the level of access the user can have initially (that is, which clients ...

    • 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 ...

    • Managing renewals

      Access the workflow dashboard and view renewals, you must be logged into the WhisperClaims system using either: The user to which the clients are allocated, or An account that has access to view All clients & claims If you need to view claims for ...

    • 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 ...