How to add cases to the case list

For agents with permissions to add/edit cases enabled, navigate to the case list view if needed then:

1. Click the “Add Case” icon (grey rectangle with a plus symbol towards the top-right of the case list)
2. Enter applicable information in the Create Case window
   • Case name (enter the company name. This field will be used in SMS campaigns)
   • Open/close enrollment dates and the estimated number of employees for the case.
   • Case keyword (a word employees can text to a phone number to access the app. Select something short, related to the company name, and easy to remember)
   • Enter an area code to generate a case contact number (enter the company's area code for familiarity)
   • Add the agent's phone number in the forwarding number field (this number will receive any calls placed to the case contact number)
   • Add scheduler, microsite, and enrollment links if desired (these are not required fields to create the case and can be added or adjusted after case creation)
3. Click the “Save” button to submit the case for manager approval (the case will appear in the case list once it has been approved)

Note: Not all users will have permissions to add/edit cases. If you don't see the options above, contact your administrator with questions.

Need Help? Check out our video walk-through of How to Add a Case.