Emailing support@schemeserve.com will create a ticket with our support team. When logging a ticket be sure to include as much information as possible. 

Include information such as: Scheme name, policy ID, user group and policy number.

If you are reporting a bug, be sure to include the browser type you are using too.

Adding a new user can only be done by admin users:

Go to "Admin" on your site, navigate to "User," and select "Add New." Complete the details, including a password (changeable later), permission levels, referral level, and email. Save, then select "Resend Welcome Email" for the user to reset their password and access the site.
 

On the login page, select "Help: I forgot my username or password" at the bottom. Enter your username to receive a reset email or your email address for a reminder email.

 

We recommend using Firefox, as it manages large amounts of data more efficiently and tends to encounter fewer issues.

In the question set editor for MultiPage questions, the maximum number of properties can be set. The number of properties that can be quoted depends on the size of the scheme. Large amounts of data are handled better by Firefox than by most other browsers.

Your password must contain the following: Minimum Length: 24, Capital Letters: 2, Digits: 2, Special Characters: 2

Index linking, which automatically adjusts values in your scheme to account for inflation and other factors, can be incorporated to future-proof your build and save time. Follow our guide to set it up or contact our Obsessive Support team for assistance.

Certainly! Batch renewals can be added to any site. Contact our Obsessive Support team to have it set up, and refer to our guide to understand how it functions.

To add a claim, access a policy and go to the "claims" tab. Select "create a claim" after ensuring the policy is On Cover More information on claims can be found here.

Of course! If you´d like to book in for some training with our in-house trainer, use this link: https://calendly.com/jessica-moore-ss. Alternatively, contact jessica.moore@schemeserve.com to discuss training options. 

Our Custom Claims module allows you to build bespoke claim fields allowing for more accurate data capturing which can be added to your reports.

Agent statements can be sent from the settings (summary of statements) or from the agents tab (individual statements). Follow out guide for a full overview on statements.

To add a new user to Zendesk, contact our support team who will add them. Be sure to pass on the email address of any new users.

When setting up a users access group, it´s important to understand what each user can see and do. Check out our table which breaks down these permission settings. 

For any customisation such as changing the URL of your site. Contact our Obsessive Support Team who will be able to help you with this. 

How API Integrations Work with SchemeServe

API integrations let SchemeServe connect with other systems so information can be shared automatically (instead of being copied and pasted).

SchemeServe supports two main types of API integrations:

1) Using SchemeServe’s Developer APIs (your system connects to SchemeServe)

2) Using the API Builder (SchemeServe connects to other services)

Click here for the full guide

In SchemeServe, a System ID is the unique internal identifier assigned to data point so it can be tracked and used reliably across your site.

E.g. [PolicyId]

For more on system IDs, jump in here.

Versioning can be implemented across different parts of your scheme to allow for different versions of rates, documents etc to all be running at the same time.

Versioning normally follows a simple formula which directs SchemeServe to which rates or documents you´d like to used based on certain dates e.g.

IF([Policy.InceptionDate] >= #2026-01-01#, 2, 1)
 

Jump into our guide for a full step by step