Users and Profiles
How to optimize users and personalize your profile on FileTrac Evolve.
11 articles
Personnel Manager
Manage users, roles, and personnel inside your FileTrac organization.
- Personnel Manager Standard Import Template
- Supervisor & Reviewer DesignationsUnderstanding how to designate reviewer and supervisor roles to users, alerts, and client companies.
- Claims Rep Managers w/Access to Multiple CompaniesUnderstanding how to grant access to a Claims Rep Manager for multiple client companies.
- Multiple Companies Assigned to Client/Claims Rep. ManagerUnderstanding how to give a Claims Rep Manager access to multiple companies.
- How to Deactivate a UserUnderstanding how to deactivate a user who is no longer active in your system.
- Adjuster Skills and Background Set in Users - For the AdminUnderstanding how to update your adjuster's skills, backgrounds, and licenses.
- Text/Email Blasts in FileTrac - Admin OnlyUnderstanding how to send out a mass text messages to multiple users at once.
- Assigning Alerts- User Role Alerts and Individual AlertsUnderstanding how to assign alerts to individual users and user roles.
- Adjuster Payouts for a New UserUnderstanding how to set up a payout amount or percentage for your adjusters in order for them to be paid successfully.
- Adding New UsersUnderstanding everything you need to know on how to add and set up a brand new user in your system.
- Personnel Manager OverviewHow to search, filter, and manage personnel records in FileTrac, including user roles, notification preferences, Evolve linking, and bulk updates.