Admin Guide

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Contents CaptureAdmin Guide

Run loss documentation at scale, from team setup to locked, tamper-proof submissions.

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Organizations and teams

Structure your company as organizations, business units, and teams, with terminology that matches how you actually talk.

Capture profiles

Design the forms your adjusters fill in, publish them, and know that every assignment keeps its own locked snapshot.

Assignments at scale

Create one assignment with a wizard or a hundred from a spreadsheet, with members and access seated automatically.

Live mission control

Watch captures land in real time on a map, see who is active and who is idle, and drill into any adjuster's day.

Locked submissions

Every hand-off from the field is immutable. Review with deep zoom, clean originals, and full capture metadata.

Workflows and webhooks

Send emails and texts, update statuses, and notify your other systems automatically when something happens.

What this guide covers ​

This guide walks you through the whole admin console, from first sign-in to automation. Jump to what you need:

SectionWhat it covers
Sign in and accessGetting into the console and how access works
Roles and permissionsThe six roles and exactly what each one can do
Structure and terminologyOrganizations, business units, teams, and renaming nouns
Users and invitationsAdding users, deactivating, and assignment-level invites
Capture profilesBuilding the forms adjusters fill in, drafts and publishing
Capture settingsTimestamps, GPS, watermarks, and snapshot rules
AssignmentsThe explorer, the creation wizard, and spreadsheet import
Assignment detailEvery tab: overview, rooms, access, people, audit, settings
Submissions and mediaReviewing locked hand-offs and the media browser
Dashboards and Mission ControlOrg stats, the live map, and adjuster activity
WorkflowsEvent-driven automation with testing and run history
Message templatesReusable email and SMS messages with version history
WebhooksPushing events to your own systems, signed and verified
Integration tokensRead-only access keys for partner apps
Audit logWho did what, when, and from where
Organization settingsMobile app actions, visibility rules, and platform email/SMS
Field typesAll fifteen capture profile field types
Event typesEvery event that can trigger workflows and webhooks
FAQAnswers to the questions admins actually ask
GlossaryPlain-language definitions of every term in the console

A typical rollout ​

  1. Create your structure. Set up your organization, business units, and teams so work is grouped the way your company runs. See Structure and terminology.
  2. Invite your people. Add adjusters and leads with their role. They can sign in right away. See Users and invitations.
  3. Build a capture profile. Define the fields every assignment needs, then publish it. See Capture profiles.
  4. Set capture settings. Decide on timestamps, GPS, and watermarks per team. See Capture settings.
  5. Create assignments. Send jobs to the field one at a time or in bulk from a spreadsheet. See Assignments.
  6. Monitor the work. Watch captures arrive live and check adjuster pace. See Dashboards and Mission Control.
  7. Review submissions. Open locked hand-offs, zoom into the detail, and move assignments through your review statuses. See Submissions and media.

Where is the field app guide?

Field staff have their own separate Field Guide covering the iOS app: installing, signing in, capturing, and submitting. Point your adjusters there and keep this guide for the office.

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