User Guides
Step-by-step guides for everyone who interacts with the CrashClaim platform — claimants, case managers, and administrators.
Guide Categories
For Claimants
Guides to help accident victims understand the process and use the portal.
| Guide | Description | Status |
|---|---|---|
| Making a Claim | How to lodge a new accident claim online | 🟡 Coming Soon |
| Tracking Your Claim | How to check the status of your claim | 🟡 Coming Soon |
| Uploading Documents | Submitting photos and paperwork | 🟡 Coming Soon |
For Case Managers
Internal guides for CrashClaim staff managing day-to-day operations.
| Guide | Description | Status |
|---|---|---|
| Zoho CRM Navigation | Managing contacts, deals, and tasks | 🟡 Coming Soon |
| ClickUp Task Management | Using ClickUp for case tracking | 🟡 Coming Soon |
| Kratos User Management | Creating and managing user accounts | 🟡 Coming Soon |
For Administrators
System administration and configuration guides.
| Guide | Description | Status |
|---|---|---|
| System Configuration | Platform settings and preferences | 🟡 Coming Soon |
| User Access Management | Roles, permissions, and onboarding | 🟡 Coming Soon |
| Reporting & Exports | Generating reports for management | 🟡 Coming Soon |
User Roles & Permissions
Not sure what you can access — or what someone else should be able to do? The roles section documents every role in the system: what menu sections they see, what actions they can take, and what's outside their access.
| Role | Department | Profile |
|---|---|---|
| Bookings Manager | Bookings | View → |
| Bookings Assistant | Bookings | View → |
| Validations Manager | Validations | 🟡 Coming Soon |
| Validation Team | Validations | 🟡 Coming Soon |
| Claims Consultant Manager | Claims | 🟡 Coming Soon |
| Claims Consultant | Claims | 🟡 Coming Soon |
| Fleet Manager | Fleet | 🟡 Coming Soon |
| Fleet Assistant | Fleet | 🟡 Coming Soon |
| Drivers + Tow Drivers | Field | 🟡 Coming Soon |
| Exec Manager Tier 1–4 | Executive | 🟡 Coming Soon |
| (+ 18 more roles) | Various | See all → |
tip
Can't find what you're looking for? Contact the IT team or check the Workflows section for process-level documentation.