Only users with the role of admin will have the ability to create and edit users in ClaimLogik Plus. If your organisation has single sign-on functionality, you will need to create the user in your active directory and then create the user in ClaimLogik Plus, ensuring that the email address matches.

Search for users

To avoid creating duplicates or to find a user to modify, follow these steps.

• Use the search field available to search users by:
  • Their name
  • Their email address
• Filter the results by roles (user or admin), using the ‘ROLES’ drop-down menu
• Filter the results by status (active or disabled), using the ‘STATUS’ drop-down menu
• Click the ‘SEARCH’ button to search and filter the results

Create a new user

Only users with the ‘Profile Authorisation’ feature access, will be able to see and apply the ‘payment approval limits’ and ‘authorisation’ permissions.

• Select ‘USERS’ from the left-hand side menu
• Click the ‘NEW USER’button
  • FIRST NAME – Mandatory
  • LAST NAME – Mandatory
  • PHONE NUMBER – Optional
  • MOBILE NUMBER – Optional 
  • EMAIL ADDRESS – Will be used as a username and is a mandatory field
  • PHOTO – Optional
    
    • Hover over the camera image and then click on the upload up-arrow icon
    • A pop-up window will display allowing you to select the image from the file selector
    • Click ‘OPEN’ button to upload that file for their profile
    • Note: This photo displays on your user profile page and in the top right-hand corner of each page next to your name.
  • ADDRESS – Mandatory

• • Send invitation check box (not available to clients with single sign-on)
    • If this is checked  then the new user will receive an email with a link to create a password to the system
    • If this is unchecked , then you will need to create a password for them and ensure that you enter the same password into both fields
    • Note: CLP requires that a password contains at least one of each of the following (a capital letter, a lower-case letter, a number and a special character). 
  • User role types:
    • USER – This is a general user and will not have administrative access to the account
    • ADMIN – This user has access to administrate the account
  • KEEP MY CLAIM – The user will be assigned as the claim owner on the claims they create/lodge directly into the system
  • WORK PERCENTAGE – This is taken into account if the auto assignment feature is being utilised. It can be tailored to suit casual and part time employees
  • PAYMENT APPROVAL LIMIT – This is the payment approval $ limit amount delegated to the user so they can submit payments to without requiring a second level of approval to send it to QA
  • PAYMENT QA APPROVAL LIMIT – Payment amount the user can QA approve if they are given the ‘PAYMENT QA APPROVAL’ functionality (see how to modify authorisations below)
  • Click the ‘SAVE’ button to save the details you have entered

Edit an existing user

• Click the pencil icon  next to the user you wish to edit
• You will now have access to additional data sets and user parameters which weren’t available when the user was first created. You will be able to modify the additional fields and will be able to edit fields previously entered
  • STATUS – The default user status is ‘ACTIVE’, if you change it to ‘DISABLED’ the user will no longer be able to log into the system
  • TEAM MANAGER – Allocate/select the team manager for this user from the drop-down
    • Note: The team manager will need to be created in the system before they can be allocated to a user.
  • TEAMS – This allows you to select the teams this user will be a member of and will be used as part of the auto assignment feature

• • POINT IN TIME LOCATION – If this user is going to be working in a different location for a period of time, this can be added into this section
    • Note: This is predominately used for internal assessors
  • LEAVE OR NON-AVAILABILITY – This allows you to block out dates in the calendar where the user will not be available
    • Note: This is predominately used for internal assessors and does not affect the auto-assignment function. Pausing/disabling an auto-assignment rule is done in the auto-assignment section of the Tenant profile. To pause assigning to a user, it would be best to change their work percentage to ‘0’ for the time they are away or unavailable.

• • AUTHORISATIONS – Click the blue arrow  to expand this section
    • Check the boxes  you wish this user to have access to, broken into sections of CLP (AUTHORISATIONS, FINANCIALS, ADDITIONAL ROLES, USER FUNCTIONALITY, REPORTS, ISSUE REGISTER and CLAIM FUNCTIONALITY)
    • Note: The system will only display features that the insurer or tenant has been granted access to.
  • Click ‘SAVE’ to save the changes to the profile