FAQ
Frequently Asked Questions
Section titled “Frequently Asked Questions”Getting Started
Section titled “Getting Started”How do I set up my profile after creating my account?
Section titled “How do I set up my profile after creating my account?”Click on your profile icon in the top-right corner of the Claim Mosaic interface to configure your personal information, notification preferences, timezone, and working hours. This ensures you receive the right notifications and your team can reach you when needed.
I’m the account owner - how do I add my team members?
Section titled “I’m the account owner - how do I add my team members?”- First, check your available licenses in Settings → Billing & Payment
- If you need more licenses, purchase additional user licenses through the billing system
- Navigate to Settings → User Management to invite team members and assign access roles
What’s the difference between Owner and Admin access?
Section titled “What’s the difference between Owner and Admin access?”Owners can manage billing, user licenses, and all system settings. Admins can manage users and most settings but cannot modify billing information. Regular users have access to claims, leads, and tasks based on their assigned permissions.
How many user licenses do I get with my plan?
Section titled “How many user licenses do I get with my plan?”License limits vary by plan tier. Check your current license count and available slots in Settings → Billing & Payment. You can upgrade your plan or purchase additional licenses if needed.
Account Setup
Section titled “Account Setup”How do I configure notifications for my team?
Section titled “How do I configure notifications for my team?”Each user can set their own notification preferences by clicking their profile icon. You can also configure system-wide notification settings in Settings → General if you’re an admin or owner.
What should I set up first after creating my account?
Section titled “What should I set up first after creating my account?”- Configure your personal profile and notification preferences
- Add your team members (if you’re an admin/owner)
- Set up your company information in General Settings
- Configure document templates and automation rules
- Customize fields to match your firm’s needs
Can I import existing data from another system?
Section titled “Can I import existing data from another system?”Yes, Claim Mosaic supports data import for contacts, companies, and claims. Contact support for assistance with large data imports or specialized formats.
User Management
Section titled “User Management”How do I assign different access levels to my team?
Section titled “How do I assign different access levels to my team?”Navigate to Settings → Access Rights to view all users and change their access roles. You can assign Owner, Admin, Editor, or Viewer roles based on what each team member needs to access.
What happens if I disable a user instead of deleting them?
Section titled “What happens if I disable a user instead of deleting them?”Disabled users cannot log in, but their license becomes available for new users. Their historical activity and data remain intact for auditing and reporting purposes. This is the recommended approach for preserving data integrity.
Can I see who has access to what in my workspace?
Section titled “Can I see who has access to what in my workspace?”Yes, go to Settings → Access Rights & Permissions to view detailed permission settings for each user role and customize access levels as needed.
Billing & Licenses
Section titled “Billing & Licenses”How do I upgrade my plan to get more features?
Section titled “How do I upgrade my plan to get more features?”Go to Settings → Billing & Payment to view available plan tiers and upgrade options. You can upgrade at any time to access more advanced features.
What happens if I exceed my eSignature limit?
Section titled “What happens if I exceed my eSignature limit?”Your plan includes a certain number of eSignatures per billing cycle. If you exceed this limit, you can purchase additional eSignatures through the billing system to continue using the feature without interruption.
Can I downgrade my plan?
Section titled “Can I downgrade my plan?”To downgrade your plan, you must contact support. This ensures you’re aware of any features or data that may become unavailable on a lower tier.
Getting Help
Section titled “Getting Help”Where can I find more detailed guides for specific features?
Section titled “Where can I find more detailed guides for specific features?”Browse the documentation sections for detailed guides on claims management, lead tracking, task organization, reporting, and system configuration. Each section includes step-by-step instructions and best practices.
How do I contact support if I need help?
Section titled “How do I contact support if I need help?”You can contact Claim Mosaic support through the help system within the application or visit the support section on the Claim Mosaic website for additional resources and contact information.