In this article, you will receive detailed instructions about creating and assigning cases utilizing the User interface of CaseActive

Creating a New Case

• First of all, go to the dashboard of your account via www.account.caseactive.com/hubs 

• From here, click on the Admin button of the hub for which you want to create a new case.

• After clicking on Admin, the dashboard of that particular Hub will be displayed on your screen.
  • Now click on the Cases button at the top bar of the dashboard.

• On the next screen, you will see the “+ New” button near the top left corner of the page; click on it to start creating a new case

• Provide the requested information about the case you are creating, including:
  • About
  • Tag ID
  • Date Opened
  • Case Status
  • Cases Types

Assigning Users to the case

• You will see the Assign Users section after filling in the information required to create a case. Click on the Assign Users button.

• Please fill in the email of the user to whom you want to assign the case. You can also search for users by phone number, first name, last name, and tag ID.
  • You also have to assign the role to the user for that specific case.

Note: You can only add people already members of your CaseActive Account.

After saving user information/data, click save near the bottom right corner to finalize and create your case.