Add/ Edit Client in a Case

1. Click Client Details option in the right navigation menu.

2. In section Claim Information, hover over Client’s Add/Edit and select:

   • Add Client - create a new client

   • Edit Client - update an already existing client

3. A new user account page opens. Fill in the fields, where required (in General Information).

4. Click Save and the newly created account gets added to the case.

Tip: In a User Account, click View changes to view all changes made to any related details.