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by CaseActive Team

What is an App?

An App in CaseActive is basically a workspace where you can manage all your cases. You can create a single workspace for all our clients or create multiple workspaces according to your clients depending upon your preferences. 

What does the app do?

An App is where you can create projects and subprojects in the form of cases for your client/clients, here you can also manage and analyze each and every aspect of a client, users, libraries, integrations, settings, etc.

What is a case?

A case in CaseActive can be defined as a project or subproject within an app. You can create multiple cases within an app according to your requirements.

What does a case do?

A case helps you keep track of each specific project or sub-project without any hurdles and confusion. It allows you to use many features like Feed, Convo, Events, Notes and many more to manage your project or sub-project.

What are roles?

Roles are different functions assumed by a person within a case. You can create roles and assign people the roles from the admin dashboard. By default, only 3 roles are created:

  • Client
  • Default 
  • Staff

Click here to know how you can create and assign custom roles.

Contents

Related Docs

Assign Cases To Your Team Members How Do Announcements Work?How To Create An AppHow To Create Or Modify Cases Through The Ui MenuHow To Invite Clients To Caseactive?How Users Create A New AccountHow To Create And Assign Cases?Invite/Add Your Team To CaseactiveBreaking Down FunctionalitiesOverview Of Key Features Of CaseactiveUnderstanding Caseactive App DashboardWhat Are Case Types And How To Create Custom Case Types?What Is Caseactive?What Is Library In Caseactive And How To Create A Post Template?How Admins Manage User Assignments To CasesHow To Assign, Modify Or Remove User Assignments With The Import Tool?How To Assign Or Remove User Assignments With Existing Cases?How To Assign Users While Creating A CaseHow To Auto Assign Users With The Public Signup Link?How Admins Manage UsersHow To Create And Modify Users With The Ui?How To Create Or Modify Users With The Import Tool?How To Create Roles And Assign Custom Roles?How To Create Users With A Signup Link?Payment Plans And Its DetailsHow To Log In?

Related Docs

Assign Cases To Your Team Members How Do Announcements Work?How To Create An AppHow To Create Or Modify Cases Through The Ui MenuHow To Invite Clients To Caseactive?How Users Create A New AccountHow To Create And Assign Cases?Invite/Add Your Team To CaseactiveBreaking Down FunctionalitiesOverview Of Key Features Of CaseactiveUnderstanding Caseactive App DashboardWhat Are Case Types And How To Create Custom Case Types?What Is Caseactive?What Is Library In Caseactive And How To Create A Post Template?How Admins Manage User Assignments To CasesHow To Assign, Modify Or Remove User Assignments With The Import Tool?How To Assign Or Remove User Assignments With Existing Cases?How To Assign Users While Creating A CaseHow To Auto Assign Users With The Public Signup Link?How Admins Manage UsersHow To Create And Modify Users With The Ui?How To Create Or Modify Users With The Import Tool?How To Create Roles And Assign Custom Roles?How To Create Users With A Signup Link?Payment Plans And Its DetailsHow To Log In?

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