Guide for 3PLs
Everything your operations team needs to get up and running with Claim Core.
Roles in Claim Core
Your 3PL account has two internal roles:
Organisation Admin
Full control - manages brands, team members, integrations, automation rules, and scheduled reports.
Organisation Staff
Handles day-to-day claim operations - review, investigate, add notes, and make decisions.
Setting up your account
- 1Create your organisation - done automatically when you sign up.
- 2Add brands - go to Settings → Brands. Each brand gets its own isolated portal.
- 3Invite staff - go to Settings → Team. Staff members receive an invitation email.
- 4Connect your WMS - go to Settings → Integrations. See the integrations guide.
- 5Invite brand users - from the brand settings page, send portal invitations to your clients.
- 6Let shoppers raise claims - on Business and Enterprise, enable a brand's consumer claims page so customers can self-serve.
Daily workflow
When a brand submits a claim, it appears in your Claims list with a Submitted status. From there your team:
- • Reviews the claim lines and brand-supplied evidence
- • Checks the WMS evidence surfaced automatically in the workbench
- • Adds internal notes and moves the claim to Under Review
- • Makes a decision - Accept, Reject, or Escalate
The brand is notified by email at each status change. See the claims workflow guide for details.