Create User Regions in Claims Workspace™

This guide is written for Claims Workspace customers and explains how to create and manage User Regions and User Areas. User Regions help control which claims users can see and work on, based on geography or how your organization is structured.

What Are User Regions and User Areas?

User Region: A grouping used to organize claims and users, often based on geography (for example, province, state, or territory).
User Area: A sub‑group within a User Region. Areas are optional, but helpful when you want more detailed coverage or routing.

Examples:

Region: Quebec (Canada)

Areas: Montreal, Laval, Quebec City

Region: California (USA)

Areas: Los Angeles, San Diego, San Francisco

User Regions and Areas allow Claims Workspace to:

Show users only the claims they should work on
Support automatic claim assignment
Reflect your operational structure

Before You Start

Make sure that:

You are logged in as an Admin user
Your organization has decided how regions and areas should be set up
Users already exist (or will be created after regions are set up)

Step 1: Access User Regions

Log in to Claims Workspace
In the top‑right corner of the screen, click on your name
In the menu that opens, look under the My Company column
Click User Regions
You will be taken to the User Regions management page.

Step 2: Create a New User Region

On the User Regions page, click Add a new region (top‑left corner)
Enter a Region Name and Save

Choose a clear and meaningful name (for example: Quebec, California)

Your new User Region is now created

Step 3: Create User Areas (Optional)

User Areas allow you to further organize a region.

While on the User Regions page, click Create new area
Enter an Area Name
Select the User Region the area belongs to
Save the area

The User Area is now linked to the selected User Region

Step 4: Assign User Regions and Areas to Users

Once User Regions and Areas are created, they can be used when managing users.

When Creating a New User

Go to Admin Settings → Users
Click Create User
During setup, select the appropriate:

User Region
User Area (if applicable)

When Updating an Existing User

Go to Admin Settings → Users
Open the user you want to update
Select or change their:

User Region
User Area (if applicable)

Tips and Best Practices

Keep region and area names simple and easy to understand
Avoid creating too many regions unless necessary
Review region assignments regularly, especially when users change roles
For temporary needs (such as CAT events), create regions that can be reused later

FAQs

Why can’t a user see any claims?

They may not be assigned to a User Region or User Area.

Can a user belong to more than one region?

This depends on your organization’s setup. In most cases, users should belong to one region.

Should I delete old regions?

It is recommended to stop using regions instead of deleting them, to avoid impacting reporting or historical claims.