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How to Invite New Members to Your Claimlane Account

Learn how to add new team members to your Claimlane account and manage their permissions with just a few clicks.

Support team avatar
Written by Support team
Updated this week

1. Open the Members Settings

From your Inbox view in Claimlane, click Settings in the bottom-left corner.


2. Invite a New Member

In the left-hand menu, go to the Members tab, then click Invite Member.


3. Enter Details and Assign a Role

Enter the new member’s email address and select their role.

They will receive an invitation at the email address you provided.

Each Claimlane account can only have one Owner.
If you want to transfer ownership to another member:

  1. As the current Owner, go to the Members tab.

  2. Select the member you want to promote.

  3. Change their role to Owner.

  4. A confirmation message will appear, click Confirm to complete the transfer.

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