Add a new case (iOS)

New Case is created by clicking the plus symbol in the upper right corner when you are on the homepage.

• Select a suitable name for your Case
• Select the type of Case you want to create
• Select Priority Level and Access Level (Link to Manual)

ADD A USER

You add users to your Case by clicking "User"

• If the User is not included in the Case, the user will be "unassigned", click the box to bring the user to the Case
• If the user is in the case, the box will instead control what role the user has, read more about roles HERE.
• You can change the role of the user for your Case by clicking the box and selecting a new role.
• Click "Done" to save changes

ADD GROUPS

You can add single groups or group-trees to your Case.

• Enter "Groups" where you create your Case

• Select the group you want to add
• If the group is part of a group tree, you can choose whether to include all levels or only the selected one
• The group is added
• Click "Done" to save changes

To better understand groups and group trees, read Understand and Manage Groups ...

ADD DOCUMENTS

You can upload official documents to a Case through the app. These will appear under the "Document" menu tab when you open the case. In order to upload official documents, your will need permission through your role. Read more about roles HERE.

You can add official documents to your case by clicking on "files"

• Select document folder
• Click the plus sign to add
• Click "Apply" to save changes