User Type Name

Definition

Client Admin

Developed for the Workers Compensation/HR/HSE Team and Leads.

This profile has full access to the system to manage claims and make system changes, such as managing User Profiles, User Access, Policy and Workplace information etc. In addition, the system administrator is the only profile that can see Notes and Reports marked as ‘Private’. Generally, there are between 1-3 system Administrators per account. At least 1 administrator is required to have access to all policies and workplaces.

Claims Manager

Developed for Claims Managers which includes full access to manage claims and track progress through the reporting suite.

Injury Manager

Developed for Injury Managers and includes full access to manage claims, excluding financials.

RTW Coordinator

Developed for Rehab providers and OSH reps. This profile has limited access to manage Notes, Med Certs and RTW Plans. They cannot add new injuries, view claim documents, financials or claim contacts.

Payroll User

Developed for Payroll staff with limited access to manage financials, including generating weekly earnings and adding invoices. The profile can view Med Certs and Notes labelled as Payroll. They cannot see the Claim Summary page nor add new injuries.

Accounts Payable

Developed for Claims Assistants or Account Payable staff who are required to add Payments/Invoices but without any other functionality. The profile can only access the payments page.

Read Only (Claim Manager)

Developed for those who require access to the system to view information without needing to edit anything. The profile allows users to see details and documents that Claim Managers have access to however all editable fields are locked.