Every teammate opens the claim. The role decides who sees the money.
In Claimory, every member of a collision shop's workspace can open every claim. A role decides what each person can change and whether they see payments, costs, labor and invoices, and the database enforces it. The shop owner sets the permissions.
No credit card. Works with CCC ONE and Mitchell.
Who reaches each layer of a Claimory claim
Each box sits inside the one around it. Someone outside a box cannot reach anything in it.
Outside every box: other Claimory shops. The database checks workspace membership on every claim, so a member of another shop cannot open yours. The one opening is a claim your shop shares with an outside estimator through Claimory, which that estimator can open while the share is active.
Your shop's workspace
The shop owner and every member they invite as a Manager, Estimator or Technician. Each shop location runs as its own workspace. Each person can turn on two-factor sign-in with an authenticator app.
Every claim
Every member of the workspace can open every claim: the customer, the vehicle, the carrier, the status and the repair steps. Changes to a claim are accepted from roles with Edit claims, from the shop owner and Managers, and from the claim's owner, assigned estimator and technician.
The money on a claim
A claim's payments, costs, labor and invoices, and a cash job's payments and costs, reach only the shop owner and roles with See financials. By default that is Manager and Estimator, never Technician, and the database refuses those rows to the rest of the team.
The customer's link
A Claimory customer portal link opens one claim and nothing else in the workspace. Every link carries an expiry date, 30 days unless the shop sets another.
Team, settings and billing
Archiving claims, managing the team and changing settings and billing belong to Managers by default, and always to the shop owner. The owner can move any of the eight permissions between roles in Team Management.
What shop owners ask about roles in Claimory
Can a technician see every claim in Claimory?
Yes. Every member of a Claimory workspace can open every claim, and Claimory does not limit a technician to assigned claims. By default the Technician role holds none of the eight permissions, so payments, costs, labor and invoices stay hidden, and a technician cannot create or archive claims or see reports.
Can I limit an estimator to only their own claims?
No. Every member of the shop's Claimory workspace can open every claim. On Claimory's claim screens an Estimator edits the claims they own or are the assigned estimator on. By default an Estimator sees and edits financials, creates and edits claims and sees reports, but cannot archive claims, manage the team or change settings.
Can I change what each role is allowed to do?
Yes. The shop owner turns eight permissions on or off for the Manager, Estimator and Technician roles in Claimory's Team Management: See financials, Edit financials, Create claims, Edit claims, Archive claims, See reports, Manage team, and Settings and billing. The change applies to that workspace only.
How does a customer see their claim?
Through a Claimory customer portal link for one claim. Every link carries an expiry date, 30 days unless the shop sets another, and Claimory checks the link and its expiry before showing the claim. A link opens that one claim and nothing else in the workspace.
Does Claimory support two-factor authentication?
Yes. Each person can turn on two-factor sign-in with an authenticator app in Claimory's Account settings. A shop cannot yet require it for every member.
Can one collision shop see another shop's claims?
No. The Claimory database checks workspace membership on every claim it returns, so a member of one shop cannot open another shop's claims. Two exceptions: a claim a shop shares with an outside estimator through Claimory, which that estimator can open while the share is active, and Claimory's own platform administrators. Each shop location runs as its own workspace.
Give the shop floor the claim, and keep the money with the office
Invite the team, pick a role for each person, and adjust the eight permissions to fit how your shop works.
No credit card. Works with CCC ONE and Mitchell.