Making Changes to Your Organisation's Account
Detailed below are changes you can make yourself or that you need to request via the Helpdesk.
List of changes you can make yourself
You are able to manage changes to both your organisation's Live and Training Portal accounts.
Top Tip: All changes made to your account are recorded, and may be monitored, for audit purposes. You will see the message below when your changes have been successfully made.
Top Tip: The expiry date on your Administrator account is automatically set to expire two years after the date of inception. It is your responsibility to manage all expiry dates for your organisation and it's Users. If you let the account expire you will be locked out of the account.
Change your Organisation details
You can change all your organisation details apart from organisation name and ID.
To make changes to your organisation click 'My Organisation' on the top menu bar.
You will the see the information that the Claims Portal holds for your organisation. Click the 'Edit' button to make your changes.
All mandatory fields are indicated with a *. Click the 'Confirm' button when you are happy with your changes. You will see a message that your changes have been successfully made and have been logged for audit purposes.
It is important to note that once created, branches cannot be deleted, so careful consideration should be made about how many branches you will need in the Portal. Creating and updating branches works the same for both Compensator and Claimant Representative organisation types.
Please see section Branches and Profiles for a detailed overview of branches and the functional differences for Compensators and Claimant Representatives.
Create new branches
To create a branch, navigate to 'My Organisation' at the top left of Administrative Console menu. This will display your organisation details, and below it any branches that have already been created. Select the 'New Branch' button to create a new branch.
You will be brought to a blank branch details form to complete. The Branch ID will be automatically assigned. You will have to enter all the mandatory fields, indicated with a *. If the branch does not have it's own telephone number or email address please use the same details used for the organisation.
Compensators have two branch types of 'Central Point' or 'Handling Point'. There can only be one branch of type 'Central Point' and will always be named ‘001’ by default. An error message will generate if you attempt to create more than one enabled branch type of 'Central Point'.
The central point is the branch into which all CNFs are received, and can also handle claims. The additional branches that can be created are referred to as handling points.
Claimant Representatives only have the option to select a branch type of 'Handling Point'.
You should consider how to name your branches so that they remain appropriate over the long term.
When you have finished setting up your new branch click the Confirm button. You will see a message that your changes have been successfully made and have been logged for audit purposes. You will see your newly created branch in the list of your organisations branches.
To update branch details, navigate to 'My Organisation' at the top left of Administrative Console menu. This will display your organisation details, and below it your existing branches that have already been created. Select the branch you would like to make changes to by clicking the 'Select' link. Click the 'Edit' button to make your changes.
Once you have finished making your changes click the 'Confirm' button.
List of the changes you need to Request
Using the Manage your account form you can request the following changes:
- Resend User Id Live/Training
- Change your Administrator (Only if your current Administrator has left your organisation)
- Change of organisation name
- Add claim types
- Request A2A live
- Request A2A test
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