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 NoneOwn 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

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