Account Setup

Account Setup

Once you’ve created your Claim Mosaic account, follow these essential steps to get your workspace ready:

1. Configure Your Personal Profile

Click on your profile icon in the top-right corner of the Claim Mosaic interface to:

• Set your personal information (name, phone, email)
• Configure your notification preferences
• Choose how you want to receive updates about claims, tasks, and activities
• Set your timezone and working hours

This ensures you receive the right notifications at the right time and that your team can reach you when needed.

2. Add Team Members (Admin/Owner Users)

If you’re the initial admin or owner of your workspace, you’ll need to add your team members:

1. Check Available Licenses: Go to Settings → Billing & Payment to see how many user licenses you have available
2. Add Licenses if Needed: If you don’t have enough licenses, you can purchase additional user licenses through the billing system
3. Add Users: Navigate to Settings → User Management to invite team members and assign appropriate access roles

Important: Only users with Owner access can manage billing and user licenses. Regular admins can manage users but cannot modify billing settings.

3. Set Up Your Workspace

• Configure your company information in General Settings
• Set up document templates for consistent claim documentation
• Configure automation rules to streamline your workflows
• Customize fields to match your firm’s specific needs