Knowledge Base

How do I share access to Claims in my Account with other members of my team?

Category: How-To's

  1. When logged in to your XCLAIM Account, navigate to the Claims page
  2. Select one of the Claims you would like to share
  3. In the upper right corner, click on the Share button
  4. In the module that opens, enter the info of the person you would like to share your Claims portfolio with. And click the Invite button when you're done
  5. The person you invited will receive an email from XCLAIM to sign up for an account
  6. After signing up, they will be able to log into XCLAIM and see any Claims in your Account. They will also have the ability to review and act on Offers received for any Claims in your Account portfolio.
  7. If you have more than one Claim in your Account portfolio but would like to share only a single Claim on an individual basis with another registered Account, please email our trade support team.

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