Element451

An introduction to Case Management — what Alerts and Cases are, how they connect, and how to navigate the module from day one.

Getting Started with Case Management [Beta]

A look at the Case Management capabilities still in development during Open Beta, on the way to general availability.

What's Coming to Case Management [Beta]

Kootayba Chihabi

An orientation to Case Management — core concepts, module navigation, and answers to the most common questions.

Getting Started

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Create your workspace and invite the people you work with.

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A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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