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All Products ​>​ ​ClaimXperience Administrator ​ > ​ ​Resources

Resources

5 articles

What are resources?

Resources are individuals, teams, or companies who have been invited to participate on a project. Resources become team members when they accept the invitation.

Updated 1 month ago by Jennifer B.

How do I add resources to my company instance?

Click on your name at the top of your dashboard. Click Administration . Click the Resources tab. Click . Select the resource type. Available resource types are Individual and Company. Enter the inf...

Updated 23 hours ago by Jennifer B.

How do I assign or edit resource roles?

Click on your name at the top of your dashboard. Select Administration . Click the Resources tab. Locate the resource whose rights you would like to edit. Click . Click Edit . Assign or edit the re...

Updated 1 month ago by Jennifer B.

How do I know which resources haven't responded to their invitations?

Click your name at the top of your dashboard. Select Administration. Click Resources in your Administration menu. Click PENDING.

Updated 1 month ago by Jennifer B.

How do I remove a resource?

Click on your name at the top of your screen. Select Administration. Click Resources in the Administration menu. Locate the resource you want to delete. Click on the resource's information row. Selec…

Updated 1 month ago by Jennifer B.

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