Removing a collaborator

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 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.

Once you have logged into your account, click the  link (top of the WhisperClaims window). You are shown a list of all claims you can access, together with an indication of whether there are collaborators already associated with the claim – for example,  indicates there is already one collaborator.

You can use the Search box to specify the name of the client; when you start typing the client’s name in the Search box, the system filters the claims to list only the clients that match what you have typed.

To remove a collaborator:

  1. Select the claim you want to remove the collaborator from
    This displays a list of collaborators associated with the claim

  2. Click the  button then click the  button

  3. Confirm that you want to delete to collaborator

Once the collaborator has been removed from the claim you see the  message.

To completely remove a collaborator from your WhisperClaims system, you must remove them from all claims.

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