This welcome pack provides guidance on how to log in and includes hints and tips for managing your Claims Portal account.

As an Administrator, it is important for you to keep your Organisation Portal ID and Administrator User ID safe – without these, you cannot log in.

It is strongly recommended that you create a second Administrator so that your firm’s account can still be administered in your absence.

Please Note: Do not share your Administrator User ID or Password, as it is a breach of the Claims Portal User Agreement to share credentials.

It is your responsibility to create users with Claim Handler profiles so that they can manage the claims in the Portal.

Please follow the steps below to access your Administrator account. Please note that you can follow the steps below for the live and the training site.

The Administrator will separately receive a Multi-Factor Authentication (MFA) verification email. Further information can be found within our step-by-step user guide. The user guide is located here: Multi-Factor Authentication (MFA) User Guide.

  1. Click on the link in the email.
  2. This will take you to the login page for the Admin console for Claims Portal.
  3. Click “Forgot your Password? Or first Login?” from the login page to setup your own password
  4. Add your User ID and email address and click send verification code
  5. Enter the OTP code in to the OTP box
  6. Click continue
  7. Enter new password and click continue

Sign in

You will be required to choose your password when you log in to the site for the first time. Enter your new password in the boxes provided and press confirm.

New password

About your User ID and Password

Important details you need to know:

  • The User ID is not case sensitive.
  • The minimum length for a password will be 12 characters.
  • The password must contain at least one special character.
  • The acceptable special characters are: |!"£$€%&/=?^'*+@°#,;:.-_()
  • The password must contain at least one number.
  • The password must contain at least one uppercase letter and at least one lowercase letter.
  • Any abbreviation of the word password including pwd or pswd will not be accepted and your password will not save.
  • It is not possible to use your name as a password.
  • It is not possible to use your organisation ID as a password.
  • It is not possible to use your user ID as a password.
  • It is not possible to reuse any of your previous passwords.

7. You will then need to complete the MFA in order to access the portal (refer to the User Guide).

 

Managing your account

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