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Let your team work the queue

Add a specialist​

  1. Open Settings and then Teams.
  2. Select Add Member.
  3. Enter the full name and email address.
  4. Set an access PIN of 4 to 8 digits and confirm it.
  5. Save. The specialist signs in to the staff portal with that PIN.

To remove access, archive the member. You can restore an archived member later.

Work a claim together​

  • Assign a claim to a specialist from the claim.
  • Leave internal comments. Customers do not see them.
  • Set a priority so urgent claims stand out on the board. Priority needs Plus or Business.

Every change is recorded in the claim's activity log.