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:

• Update your profile photo, name, phone number, and address
• Choose whether to receive the daily digest and notifications when someone tags you
• Enable or disable desktop notifications
• Change your password

These settings keep your contact information current and let you control the notifications Claim Mosaic sends you.

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