Managing your profile

Your OtterClaims Profile

Your profile contains your personal information and preferences. Keeping it up-to-date ensures smooth communication and accurate account management.

Accessing Your Profile

Quick Access

1. Click your profile picture or name in the top right corner
2. Select "Profile Settings" from the dropdown
3. Make your changes
4. Click "Save Changes" at the bottom

Personal Information

Basic Details

Update your personal information:

• Full Name: Your first and last name
• Email Address: Primary contact email
• Phone Number: Direct contact number
• Mobile Number: For SMS alerts (optional)
• Job Title: Your role at the facility

Profile Photo

Add or update your profile picture:

1. Click "Change Photo" in the profile section
2. Upload an image (JPG, PNG, max 5 MB)
3. Crop to square format
4. Click "Save"

Pro tip: Use a professional headshot for better recognition by contract providers.

Account Security

Email Address

Your email is used for:

• Login credentials
• Notification delivery
• Password resets
• Account verification

To change your email address:

1. Enter your new email address
2. Enter your current password to verify
3. Click "Update Email"
4. Verify the new email by clicking the link sent to it

Password

Change your password regularly for security:

1. Go to Profile Settings → Security
2. Click "Change Password"
3. Enter your current password
4. Enter your new password (must meet requirements)
5. Confirm new password
6. Click "Update Password"

Password requirements:

• At least 8 characters
• One uppercase letter
• One lowercase letter
• One number
• One special character (recommended)

Two-Factor Authentication (2FA)

Add an extra layer of security:

1. Go to Profile Settings → Security
2. Click "Enable Two-Factor Authentication"
3. Scan the QR code with your authenticator app
4. Enter the 6-digit code to verify
5. Save your backup codes in a safe place

Recommended authenticator apps:

• Google Authenticator
• Microsoft Authenticator
• Authy
• 1Password

Communication Preferences

Contact Methods

Specify how providers can reach you:

• Primary Email: Main contact method
• Work Phone: Office number
• Mobile Phone: Cell number for urgent matters
• Preferred Method: Choose email, phone, or SMS

Availability

Set your working hours:

• Default availability Monday-Friday
• Set specific hours for each day
• Mark days you're unavailable
• Providers see your availability status

Language Preference

Choose your interface language:

• English (US) - Default
• Spanish (Español)
• French (Français)
• More languages coming soon

Notification Settings

Quick Links in Profile

Access notification settings from your profile:

• Email notification preferences
• SMS alert settings
• Push notification configuration
• Quiet hours setup

Display Preferences

Theme Settings

Customize your interface appearance:

• Light Mode: Default, easier on eyes in bright environments
• Dark Mode: Reduced eye strain in low-light conditions
• Auto: Switches based on system settings

Time Zone

Set your local time zone:

• All timestamps display in your time zone
• Automatically detects your location
• Manually adjust if needed
• Important for coordinating with providers

Date Format

Choose how dates are displayed:

• MM/DD/YYYY (US format)
• DD/MM/YYYY (International)
• YYYY-MM-DD (ISO format)

Role and Permissions

Your Role

View your assigned role:

• Owner: Full access to all features
• Manager: Can manage users and settings
• Technician: Can submit and manage claims
• View Only: Can view but not edit

Permission Details

See what you can do:

• View and create claims
• Manage facility settings
• Add/remove users
• Access financial reports
• Configure integrations

Activity Log

Recent Activity

View your account activity:

• Login history with timestamps
• IP addresses used
• Devices accessed from
• Major account changes

Security Alerts

Monitor for suspicious activity:

• Failed login attempts
• Login from new devices
• Password change requests
• Email address modifications

Data and Privacy

Data Export

Download your personal data:

1. Go to Profile Settings → Privacy
2. Click "Export My Data"
3. Choose data types to include
4. Receive download link via email
5. Data available for 48 hours

Privacy Settings

Control your data sharing:

• Profile visibility to other facilities
• Activity status (online/offline)
• Contact information visibility
• Analytics participation (optional)

Deactivating Your Account

Temporary Deactivation

If you need a break:

• Your account is preserved
• All data remains intact
• Can reactivate anytime
• Claims remain accessible to facility owner

Account Deletion

Permanently delete your account:

• Contact your facility owner first
• All personal data will be deleted
• Claims you created remain with the facility
• Action cannot be undone

Troubleshooting

Can't Update Profile

If you're unable to make changes:

• Verify you have permission to edit
• Check for browser issues (try refreshing)
• Ensure all required fields are completed
• Contact facility owner or support

Email Verification Issues

If verification email doesn't arrive:

• Check spam/junk folder
• Request a new verification email
• Verify the email address is correct
• Wait 10-15 minutes for delivery