1. Open Your Company Dashboard
In Claimlane’s inbox, click the four‑square icon in the top navigation bar.
Select Company Dashboard from the menu.
2. Navigate to Retailer Overview
In the left‑side menu of your Company Dashboard, click Retailer Overview.
In the Retailer Overview screen, click the Invite Retailer button in the top right corner.
3. Start a New Invitation
In the menu that appears, choose Invite Retailer Partner.
4. Enter Retailer Details
Fill in your retailer’s information:
Name
Email address
Customer number (if applicable)
Any other required custom fields
Once complete, click Invite Retailer in the top right.
Tip: Before sending, click Check Only Invalid Invitations to surface any missing or incorrect entries.
If any invitations fail validation, they’ll appear in a list—correct the data and try again.
If no errors display, you’re clear to proceed.
6. Confirmation
After clicking Invite Retailer, your retailer will receive an invitation to the email you used for their profile.