Secure case portal frequently asked questions

Question 1

How does Complyr’s secure case portal help case handlers?

Accepted Answer

Complyr’s secure case portal helps case handlers by giving all invited parties on a case a simpler way to share updates and documents. It’s a quick and simple way to keep everything connected to the case in one place. When something new is shared, it’s automatically added to the case in the system, and the handler receives an alert and pending action. This ensures they can quickly acknowledge receipt, stop inbound chasers, and respond more quickly.

Question 2

How does Complyr’s secure case portal help all parties involved in a complaint stay connected?

Accepted Answer

The secure case portal helps all parties involved in a complaint stay connected by giving them a simpler way to share messages and files without relying on long email chains. This helps everyone stay informed and connected and stops emails from being buried in inboxes. Frustration about the lack of communication is reduced. Everyone involved in the case works from the most up-to-date information.

Question 3

What happens when a message or file is shared through Complyr’s secure case portal?

Accepted Answer

When a message or file is shared through Complyr’s secure case portal, it’s automatically added to the case in the complaint handling system. The case handler then receives a notification and pending action, so they can see what has changed, acknowledge receipt quickly, and respond without delay.

Question 4

Who can access the Complyr secure case portal?

Accepted Answer

Access to the Complyr case portal is by invitation. You can add as many parties you want to a case, choose which parties can view and share information, and control how long each party has access for. This gives complaint teams complete control over who can securely view and share information on the case.

Question 5

Why is the Complyr case portal more secure than email for sharing data?

Accepted Answer

The Complyr case portal is more secure than email for sharing data because email isn’t a secure communication channel. This can leave sensitive information vulnerable to attackers. The Complyr case portal uses two-factor authentication and case-level access controls, giving all parties a very secure way to share messages and files while keeping communication tied to the complaint record.

Messy inboxes waste time, frustrate customers, and slow complaints down

The Complyr case portal makes it easy to keep everyone in the loop

Controlled, secure access

Gain back 60% of time

Make customers feel valued

Frequently asked questions