User Guides

Organisation management

• Edit your organisation summary
• Configure the functionality of your organisation
• Whitelist a user email domain
• Edit your organisation's timezone

User groups

• What are user groups?
• Switch on/off user groups for your organisation
• Create a user group
• Edit a user group
• Add a team member to a user group
• Reassign or remove a team member from a user group.

Policies

• Edit a policyholder's information
• Manage beneficiaries on a policy
• Cancel a policy
• Create a refund request
• Prevent or resume a policy lapse and NTU
• Issue a new policy

See all 23 articles

Claims

• Claims overview
• Open a claim
• Create a note on a claim
• Upload supporting documents to a claim
• View the status of a claim
• View the activity log on a claim

See all 8 articles

User management

• View your profile
• Edit your 2 factor authentication settings
• Edit your timezone settings
• Edit your notifications settings
• Edit your password
• Archive a role in your organisation

See all 12 articles

Payments

• Add a payment coupon to a policy
• View the payments on a policy
• Mark a fulfilment request as fulfilled or reject it
• Mark a claim payout request as processing or reject it
• Check the status of a claim fulfilment request
• Check the status of a claim payout request

See all 10 articles

Complaints

• View the activity log on a complaint
• Create a note on a complaint
• Open a new complaint
• Manage complaints
• Edit an existing complainant’s personal details
• Close a complaint

See all 7 articles

Data management

• Enabling and accessing Insights on Root