Covalynt Help Center

What this article covers: How to invite colleagues and lawyers to ClaimScore, manage their roles, and understand the difference between Organization access and Case access.

Two Levels of Access

ClaimScore has two distinct levels of membership, and it's important to understand the difference before inviting anyone:

• Organization Members — People who belong to your organization in ClaimScore. They can be given access to multiple cases within the organization.
• Case Members — People added specifically to a single case.

All of this is managed from Permissions in the left sidebar.

How to Get There

Click Permissions in the left sidebar. The page opens on the Organization Members tab by default. You'll also see a Case Team tab for case-level access.

Inviting Someone

Step 1 — Open the Create menu

Click the "+" button at the top-right of the screen. The dropdown shows three options:

• Add Organization Member
• Add Case Member

Choose the appropriate option based on what level of access the person needs.

Step 2 — Fill in the invitation details

An invitation form will appear. Enter the person's email address and select their role.

Organization roles include:

• Owner — Full administrative control over the organization and all cases.
• Admin — Can manage cases, members, and settings.
• Reviewer — Can view and review claims but cannot change settings.
• Viewer — Read-only access.

Select the role that matches what this person needs to do. For a lawyer who only needs to check case progress, Viewer is usually appropriate.

Step 3 — Send the invitation

Submit the form. ClaimScore sends an invitation email to the address you entered. The invitation appears in the Invitations list with a status of Pending Activation.

Understanding Invitation Statuses

You can track all invitations by clicking User Invitation History on the Permissions page, or by navigating to the Invitations view. Each invitation has a status:

The invitation list can be filtered by Status, Role, Timeframe, and Approval. There's also a search bar to find specific invitations.

Resending an Expired Invitation

If a colleague says they never received their invitation, or if the invitation has expired:

1. Go to Permissions → User Invitation History
2. Find the person's invitation in the table
3. Click their row to open the Invitation Details panel on the right
4. The panel shows their email, current status (e.g., "expired"), invitation date, and expiration date
5. Click Resend Invitation to send a fresh invitation to the same email address

Viewing Current Members

The Organization Members tab shows everyone currently in your organization with columns for: First Name, Last Name, Email, Status, and Organization Role.

To change a user's role:

1. Click on the user's name in the table to open a details drawer on the right side of the screen.
2. In the drawer, you'll see the user's information along with a role selector.
3. Use the role selector to assign a new role. This can be updated at any time.

What Happens When Someone Accepts

When the invited person clicks the link in their email, they'll go through account activation. Once complete, their invitation status changes to Active and they appear in the Organization Members or Case Team list with their assigned role.

What Happens Next

Once your team is set up, you may want to walk them through the dashboard. See: 6. ClaimScore Dashboard Quickstart

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