Claimlane

Step one is to get the Tenant identifier (Se picture)<br>

<br>After you want to get the API Credentials (Watch video)

Provide Claimlane with this information during onboarding if you wish to use the Crystalize integration

How to find API & Token Credentials in Crystalize

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Create your workspace and invite the people you work with.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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