Open My Betty Blocks and see your dashboard with suggested application templates in the ‘Start building’ section. Choose ‘View all templates’, then find the Claims template and click ‘Use template’.

Note: If you want to see the template’s live preview, click on its thumbnail, and in an open window find the ‘Live preview’ button.

The next steps will include coming up with a name for your application and setting a value for the application ID configuration. Find out why you need this setting and how to configure it properly in the Introduction to application templates article.

To create a new team, go to the back office and choose the ‘Teams’ tab. Here you can create a new record, you can give this a name like “Legal“. Your team will not be saved automatically so at the right corner there is a button to save your record.

As soon as you create a new team you will be able to create a new client. If you’re still in the back office, you can go to the ‘Clients’ tab and click the 'New' button. To create a new client there will be three input fields:

After filling in all the fields, save this record.

To create a new client user, go to the ‘Settings’ tab in the back office of your application and select ‘Client User'. Click on the ‘New’ button to create a record. The following fields are required when creating it:

As you can see, the last field here is ‘Client’ which will connect this client user to one of your active clients (that belong to a team we’ve created in the previous part). By implementing these actions, we enable the client user to have access to the application’s front-end.

To create a new company user, select the tab “Company User''. Click on the ‘New’ button to create a record. When creating a new client user the following fields are required:

In the ‘Team’ field you can select the team you made in a previous step. The ‘Teamleader’ checkbox is optional. With this option, a user has more permissions in the page builder. Also, a teamleader can see all the claims that belong to a single team.

Once you’ve set up everything at the back office, you can compile your application by pressing the play button. You will be able to log in as a client or company user using the credentials you’ve just created.

When a client user logs in, they will see an overview of all their claims on the home page. The user is able to create a new claim (1) and see the existing active and finished claims by clicking on the ‘Open’ and ‘Completed’ tabs (2). There’s also sorting by date (3) and status of a claim (4). The ‘Edit claim’ is situated on the right side of each claim (5).

Let’s have a look at how to create your first claim. Click on the ‘New claim’ button in the top right corner (1). All the input fields that are set to create a new claim are required. There are two steps with various fields you have to fill in in order to accomplish each claim:

Step 1:

Step 2:

After saving your new claim, you will be redirected to the details page. On this page, the client user has an overview of the details of the claim. Underneath the details of the claims, there are a few tabs. The client user has the following tabs available: Financials, claimants, documents, and messages (1).

When a client user attached the required information to the claim, they are able to send a review request to the linked company team (3). If they want to come back to the editing page, there’s a special icon in the top-right corner of the page (2).

When a company user logs in, they will also see the overview of all claims on the home page. The features available on this page are basically the same as for the client user’s role. The difference is that the company user (with the ‘Teamleader’ permission enabled) is able to view another tab called ‘Open team’ with claims that belong to one particular team.

Also, the function of sorting claims by client name is available for the company user role.

On the detail page, the company user has an overview of the details of the claim. Underneath the details of the claims, there are six tabs. A company user has the following tabs available: financials, claimants, documents, messages, details and comments.

There is an approval flow implemented for the company user role. The default statuses of the claims template are the following: “Concept”, “Ready for review”, “Changes required”, “In progress”, “Final approve” and “Complete”. According to the status of the claims and the role of the user, the user is able to see different content of the claim.

When a user creates a claim the status of it will be “Concept”. After creating the claim, a user has to add at least one claimant and document to the claim before the user can send a review request. The process of adding those is explained in this video.

When a user sends a review request, the status of the claim will be changed to “Ready for review”.

Now a company user can review the claim. If there are changes required for the claim, the company user can change the status of the claim to “Changes required” on the details page (1). A company user is also able to leave a message for the user who created the claim (2).

If a company user approved the claim (3), its status will be set to “In progress”. When all the information is complete and there is a recommendation filled in, a company user can send the claim for final approval. The status of the claim will now change to “Final approve”.

Only a team leader is able to give the final approval or decline a claim. All the other users can just see the details of the claim. When the team leader declines a claim, the status of the claim will be changed to “In progress” and the team leader can leave a message.

When the team leader completes the claim, the claim is only readable and will be changed to the “Complete” tab on the homepage.

After you’ve logged in (as either client or company user), it will be possible to change your user’s details at any time by clicking on ‘My account’ on the navigation bar.

There are two tabs here. Profile details tab (1) is opened by default. Here you can change your first and last name and email address. It’s also possible to set or change the profile image that will be displayed in your application.

After you’ve finished editing your profile details, save changes.

A new tab will open as you click on ‘Update password’ (2). Here you can change your password. Type in your current password and the new one twice. Don’t forget to click ‘Update password’ button when you finish.

Note: Toggle visibility by clicking on the eye symbol to be able to see the passwords you’re putting down.

In this section, we will describe actions you should undertake in case you forgot your password. The procedure of resetting passwords within the Login flow application is as simple as possible. First, find the ‘I forgot my password’ option on the login page and click on it.

You’ll see an empty field where you must enter the email address you used to create your account in this application (1). Click ‘Send me a recovery link’ and it will be automatically sent to your email address. All you have to do is open the corresponding email from Betty Blocks and follow the link. The ‘Reset password’ page will open (2). Type in the new password, confirm it, and click ‘Set new password’.

Go to the pages section of your application and choose the home page.

Then click on an empty field of the navigation bar (1). You will notice that it’s a partial that is being reused on other pages as well. Click on ‘Edit partial’ in the menu on the right (2).

Choose the logo media component (1) and replace the initial link with a link to your company’s logo (2).

It is also possible to change your page style via the theme builder. You can find it in the tools section.

Here you can pick up the most suitable color scheme for your application.

Also, it’s possible to configure your typography. Choose the fonts for the page titles and body text.

After you’ve finished customizing, don’t forget to click ‘Save and apply’.