Explanation
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Cases overview
Cases Overview Cases is an identity investigation center that enables you and your ops team to build a more robust and efficient review p...
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Cases Statuses
Overview Case Statuses can be used to mirror your preferred workflow or your case management process. You can use default statuses or cre...
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Cases Actions
Overview Cases Actions are one-click macros that enable your team to automatically run an action for a given case. Case actions are built...
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Cases Template
Overview A case template is created based on the reason for the case and is customizable to your team's needs. You'll chose a specific n...
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Monitor SLAs with Cases deadline tracking
About Cases deadline tracking You can assign custom deadlines to Cases and use them to enforce SLAs. Enforce Service Level Agreements Use...
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Use availability status to manage Case assignments
About Availability status The availability status feature lets you assign Cases to team members only when they're available. Adapt to you...
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Inquiry status and Cases
Cases will be directly tied to the status of the inquiry to help increase efficiency for your team so long as you build the supplementary...
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About Cases Analytics
Overview Cases Analytics allows you to gain visibility into your review team's productivity metrics and discover actionable insights to h...
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Dashboard and email notifications for Cases
Overview By default, when a Case is assigned to you, you are notified two ways: In the Persona dashboard, a red badge appears on the Not...
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Streamline Cases by grouping users into Teams
Overview You can group multiple users into a Team. Doing this can help you streamline how you view and manage Cases. Specifically, you ca...
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Cases Email Module
The Cases Email Module is available to organizations on the Enterprise plan. If you are interested in streamlining your communications pr...