> For the complete documentation index, see [llms.txt](https://claimlane-docs.gitbook.io/claimlane-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://claimlane-docs.gitbook.io/claimlane-docs/troubleshooting-and-faqs/claimlane-for-retailers-a-quick-start-guide.md).

# Claimlane for Retailers: A Quick‑Start Guide

{% hint style="info" %}

### If you are a free user of the platform, some reference images will look different for you, but the basics still apply the same. <a href="#h_4b004574d4" id="h_4b004574d4"></a>

{% endhint %}

### 1. Main Dashboard <a href="#h_4b004574d4" id="h_4b004574d4"></a>

When you log in, you land on the Tickets view.

* Incoming Tickets\
  ​Any claims created by end customers will appear here, sorted by date and status.
* New Ticket\
  ​To file a claim with a supplier, click New Ticket in the top‑left.

<img src="https://downloads.intercomcdn.com/i/o/tbixbicd/1632313865/f11405d22ff0a700220c48602037/Captura+de+pantalla+2025-07-22+a+las+12_02_36.png?expires=1759142700&#x26;signature=0b3788ba54b44ffd8a5bed474e3aed8475025b8e3f9c41c1b99525a528461c30&#x26;req=dSYkFMp%2FnolZXPMW1HO4zdELUzl6KtbSF5Ta4%2FZSb1Sz2HLZxR1tF7InFm8x%0AjF7H%0A" alt="" width="590">

### 2. Creating a New Supplier Ticket <a href="#h_52a95f6b05" id="h_52a95f6b05"></a>

1. Click New Ticket
2. Select Supplier\
   ​Choose the vendor or partner you want to notify.
3. Fill Out Form
   * Enter required information.
   * Attach any supporting documents (screenshots...)
4. Submit\
   ​Once submitted, your supplier will immediately receive the ticket and any attachments.

### 3. Settings & Configuration <a href="#h_907a93742f" id="h_907a93742f"></a>

Access this via the blue settings button in the bottom‑left corner.

### A. Organization Details <a href="#h_125bafdaae" id="h_125bafdaae"></a>

* Company Name, Address, Contact Info

<img src="https://downloads.intercomcdn.com/i/o/tbixbicd/1632316152/04484d533aa5abe2d42d8fae8934/Captura+de+pantalla+2025-07-22+a+las+12_11_08.png?expires=1759142700&#x26;signature=961e793ad627963c81a5a4d0bc8ac1d5cb48528b69b5e2fefb5c8ed1b6ddf1e2&#x26;req=dSYkFMp%2Fm4BaW%2FMW1HO4zeYC4IX9PNPLJtAWYbUpTCEsA%2FK85fBzpSClJIqR%0A9Asi%0A" alt="" width="590">

### B. Language <a href="#h_04bdf9d0b0" id="h_04bdf9d0b0"></a>

* Choose your preferred language for emails and any newly created user profiles.

<img src="https://downloads.intercomcdn.com/i/o/tbixbicd/1632317555/c068e723c3d46f4067067052beaa/Captura+de+pantalla+2025-07-22+a+las+12_11_33.png?expires=1759142700&#x26;signature=0b0a4c82da7cc1b29b0bb9539d822f1198427e25ecb3cfb2a00d56b7d1e7c6da&#x26;req=dSYkFMp%2FmoRaXPMW1HO4zZf1QsSI%2Bprr6z8L3X3jowB8XgJ%2BWAZhjhGQZqFT%0AXZDt%0A" alt="" width="590">

### C. Members <a href="#h_fd73051b52" id="h_fd73051b52"></a>

* Invite Member: Click the Invite Member button, enter their email, and assign a role.
* Manage Roles: Edit or revoke access anytime from the members list.

<img src="https://downloads.intercomcdn.com/i/o/tbixbicd/1632318234/fd8e5ec5ee8e190d8471f74fc812/Captura+de+pantalla+2025-07-22+a+las+12_15_44.png?expires=1759142700&#x26;signature=c7695db4afefed3625129aa15a5ce6f94b59a80e453749f90ddb8274a602248f&#x26;req=dSYkFMp%2FlYNcXfMW1HO4zVEY6PcgAkOOjELohuPvQc1iQ939e9oLesTNDTz1%0AMlBL%0A" alt="" width="590">

### 4. Where to Find More Help <a href="#h_39f44fb5b9" id="h_39f44fb5b9"></a>

For advanced features, please visit our Help Center:

<https://claimlane-docs.gitbook.io/claimlane-docs>

\
If you do not find the information you are looking for, feel free to reach out at <support@claimlane.com>

That’s it! With these steps you’ll be up and running in Claimlane as a retailer. Let me know if you’d like more detail on any of the steps or features.