Create a case

Create a case for each settlement you work on. You can add details now or later.

1. On the Cases page, select New Case.
2. In Case Name, enter a name for the case. This is the only required field.
3. Optional: Enter a Case Number and a Description.
4. Under Visibility, choose who can see the case:
   • All: everyone in your organization.
   • Restricted: only the members you add. Admins and you always have access.
5. Optional: Fill in any of the case detail sections, such as Claimant Info or Settlement Details.
6. Select Create Case.

Restrict a case to specific members

If you select Restricted, the Allowed Members field appears. Start typing a member’s name and select them from the list. Repeat for each member who needs access.

Next steps

• Upload files to the case.
• Edit case details at any time.