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  Staff, System Settings & Navigation Bar Settings Super Admin (Sadmin) has capabilities above all other users and is the only user who can access “Staff.” Super Admin controls what other in-house users can access, from claim tabs to reports. Limits can be set for each user. 1. Click Settings , then Click Staff . Here, you create in-house users (Sadmin, Admins, Collectors & Sales) and customize their access and limits. The Username and Password, user email address, staff name, user status, and phone number are set up here. The email, phone, and commission fields are all optional and don’t need to be filled in.   The yes/no questions below must be set for each in-house user. Claim Status / Payment Access: Yes or No - Payment blue tab > This option allows posting a payment and updating the client. Reminder Edit/Delete Access: Yes or No – Reminders blue tab > This option allows this user to edit or delete reminders. Email Drop-down List: Yes or No  – Status blue tab

  Short Version: Select the Claim : Choose the claim you want to forward. Forwarding Tab : Click the blue tab labeled "Forwarding." Forwarding Instructions : Select the forwarding instructions for the attorney. Unbonded or Bonded : Click the "Unbonded" or "Bonded" link to forward the claim. The attorney will receive an email with a website link, user ID, and password to access the attorney portal. There, the attorney can review the claim and any attached documentation and decide whether to accept or reject it. Long Version: Administration/Agency Side: Manage Attorneys : Ensure the attorney has working zip codes entered under "Manage Attorneys". The debtor zip code determines what attorneys will be displayed. Forward a Claim : View the claim. Click the blue tab labeled "Forwarding." Click the red link labeled "Forward." Instructions Menu : Select an instruction from the dropdown menu (e.g., "Forwarding Claim Instructions