This article explains the basics to start using your account in Claimlane.
If you are a free user of the platform, some reference images will look different for you, but the basics still apply the same.
1. Main Dashboard
When you log in, you land on the Tickets view.
Incoming Tickets — Any claims created by end customers will appear here, sorted by date and status.
New Ticket — To file a claim with a supplier, click New Ticket in the top-left.
2. Creating a New Supplier Ticket
Click New Ticket
Select Supplier — Choose the vendor or partner you want to notify.
Fill Out Form
Enter required information.
Attach any supporting documents (screenshots...)
Submit — Once submitted, your supplier will immediately receive the ticket and any attachments.
3. Settings & Configuration
Access this via the blue settings button in the bottom-left corner.
A. Organization Details
Company Name, Address, Contact Info
B. Language
Choose your preferred language for emails and any newly created user profiles.
C. Members
Invite Member: Click the Invite Member button, enter their email, and assign a role.
Manage Roles: Edit or revoke access anytime from the members list.
4. Where to Find More Help
For advanced features, please visit our Help Center: https://claimlane-docs.gitbook.io/claimlane-docs
If you do not find the information you are looking for, feel free to reach out at support@claimlane.com
That’s it! With these steps you’ll be up and running in Claimlane as a retailer. Let me know if you’d like more detail on any of the steps or features.