*Note: you must have admin permissions to manage these settings.
Start by navigating to your company account settings:
- From the Claim Inbox, click Settings
- Click Organization Settings
Click the pencil icon next to any field to edit.
1. Organization Name: Enter the name of your business.
2. Country: Select your country.
3. Sticky Disposition: Enable this to speed up the box selection process during contents pack out. This will repeat the last box ID and disposition to save some clicking in the field.
4. Product: Select the product that best suits your industry and use case.
4. Identifier Preference: Select the ID that will be used to sort the Claim Inbox. You should choose this based on which field you use to label your jobs:
- Carrier Identifier: typically the insurance claim number
- Contractor Identifier: typically an internal job number assigned by you
- Assignment Identifier: typically matches the number of the external assignment (probably not applicable to you if you do not have External Assignments set up).
Updated