Case list FAQ

Why can I not add a new case?

In order to add new cases to the case list:

1. Agents must have the permission to add cases
2. Managers must approve the new case

Reach out to the account administrator with questions about permissions or the manager for status of case approval.

Why can't I edit a case?

If an agent can't edit a case, it's likely they don't have permission to edit cases. Reach out to the account administrator with questions about permissions or email the desired change to [e-mail]