Managing your account
Managing payments and payment methods
Through subscription section of the WhisperClaims app you can manage your payments and payment methods. To manage payments and payment methods for a licence, you must: Be logged into the WhisperClaims system as a user with Administrator (“admin”) ...
Managing two-factor authentication (2FA)
To manage your 2FA settings you must be logged into the WhisperClaims system as a user. Once you have logged into your account: Click the button (top-right of the WhisperClaims window) and then click the button Click the button This displays your 2FA ...
Cancelling your subscription
To cancel your WhisperClaims subscription, you must contact the WhisperClaims team, using the Contact Us link at the bottom of each WhisperClaims window. When contacting the team, it is helpful to know how long you have left on your subscription. To ...
Reviewing and upgrading your subscription
To view your subscription information, you must be logged into the WhisperClaims system. Once you have logged into your account: Click the button (top-right of the WhisperClaims window) and then click the button Click the button This displays a ...
Viewing and downloading invoices
To view and download invoices you must be logged into the WhisperClaims system as a user with Administrator (“admin”) access. Once you have logged into your account: Click the button (top-right of the WhisperClaims window) and then click the button ...
Deleting users
Before you can delete a user account, all of the user's clients must be reallocated to another user; the user's account cannot be deleted until this is done. See Editing a client for how to reallocate a client to a new user. To delete a user account, ...
Additional actions available to administrators
If your WhisperClaims user account has administrator access you can: Add new users Delete users’ accounts Edit user information Edit user access See and pay for reports for all clients and claims View and download invoices Style and customise the ...
Styling and customising your report
To customise the report you must be logged into the WhisperClaims system as a user with Administrator (“admin”) access. Once you have logged into your account: Click the button (top-right of the WhisperClaims window) and then click the button Click ...
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 ...
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 ...
Reviewing users
To view your WhisperClaims users, you must be logged into the WhisperClaims system. Once you have logged into your account: Click the button (top-right of the WhisperClaims window) and then click the button Click the button This displays the names of ...
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 ...
Accessing your user profile
To access your profile information, you must be logged into the WhisperClaims system. Once you have logged into your account: Click the button (top-right of the WhisperClaims window) This displays your user profile, which you can update. When ...