All Products > ClaimXperience Administrator > Resources
9 articles
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 7 months ago by Jennifer B.
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 1 month ago by Jennifer B.
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...
Click your name at the top of your dashboard. Select Administration. Click Resources in your Administration menu. Click PENDING.
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…
Option 1 Click your name. Select Administration. Click Resources in your Administration menu. Click the Team tab. Click vertical ellipsis [ ] on the line of the team you want to edit. Select Edit. Ma…
Updated 2 months ago by Jennifer B.
Click your name.. Select Administration.. Click Resources in your Administration menu.. Click the Team tab.. Click the vertical ellipsis [ ] on the line of the team you want to delete.. Select Delete…
A team is a group of resources that can be treated as an individual team member. For example, a team can be assigned the role of primary contact, which would allow each member of the team to perform…
Click your name.. Select Administration.. Click Resources in your Administration menu.. Click Add resource.. Select Team as the Resource Type.. Enter a team name.. Enter a customer-facing team name..…
