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.
To remove a collaborator via the claim overview
Locate the claim that the collaborator was invited to through the link or client view
Click the button
A list of collaborators associated with the claim is displayed in the section
Click on the tab to see a list of collaborators associated with the claim
Locate the collaborator you wish to remove
Click the button then click the
button
Confirm that you want to delete to collaborator
To remove a collaborator via the claim form:
Locate the claim that the collaborator was invited to through the link or client view
Click the button
Click the button in the
section
Click on the tab to see a list of collaborators associated with the claim
Locate the collaborator you wish to remove
Click the button then click the
button
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.