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How to Invite New Members to Your Claimlane Account

Learn how to add new team members to your Claimlane account and manage their permissions with just a few clicks.

Written by Support team

1. Open the Members Settings

From your Inbox view in Claimlane, click Settings in the bottom-left corner.

2. Invite a New Member

In the left-hand menu, go to the Members tab, then click Invite Member.

3. Enter Details and Assign a Role

Enter the new member’s email address and select their role.

They will receive an invitation at the email address you provided.
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Each Claimlane account can only have one Owner.
If you want to transfer ownership to another member:

  1. As the current Owner, go to the Members tab.

  2. Select the member you want to promote.

  3. Change their role to Owner.

  4. A confirmation message will appear, click Confirm to complete the transfer.

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