Overview
Onboarding to ClaimDeck provides users the beginning of accessing and utilizing ClaimDeck for better ROI, case management, and Litigation Management. See How to onboard/ Create your account.
Instructions
Once you have been added to the system, a welcome email will be sent to you with your login credentials. The email title will be "You've been added to a claim in ClaimDeck! Please onboard to review the claim."
Getting Started:
- Select the Onboard to ClaimDeck button in the email.
Click Onboard to ClaimDeck and you will be redirected to complete a short 3 page account activation experience.
Page 1 - Enter Profile Information
- The Company Name and Permission Level will be prefilled by your Admin and cannot be changed.
- Your First Name and Last Name will be prefilled, but can be modified to fit your preferences.
- Complete as many of the other fields as you prefer - this information will be visible to other organizations that add you to matters, so you should only enter information that is not confidential.
Page 2 - Enter Contact Information
- Enter your Primary Phone Number.
- Your Email Address has been set by the admin and cannot be changed - if this is incorrect, please contact the ClaimDeck admin within your organization.
Page 3 - Create Password
- You will be requested to create a new password and enter it twice. When you do so, confirm that the password meets the ClaimDeck password requirements, which may include a minimum number of characters and certain character types.
- When complete, click Create Account.
Frequently Asked Questions
Q: How do I set up a login for additional users?
A: Add the person as a Contact within the claim you would like them to access. In the contact choose Grant Access to the Claim and they will receive an email to create their account. See more information here: Contacts: How to Manage.