Cases – Support

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...

Overview Case Statuses can be used to mirror your preferred workflow or your case management process. You can use default statuses or cre...

Overview Cases Actions are one-click macros that enable your team to automatically run an action for a given case. Case actions are built...

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...

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...

Overview Cases Analytics allows you to gain visibility into your review team's productivity metrics and discover actionable insights to h...

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...

Overview You can group multiple users into a Team. Doing this can help you streamline how you view and manage Cases. Specifically, you ca...

Overview By default, the Case list shows columns such as “Status” and “Case ID.” You can further configure the columns in this table to b...

Overview Within a Case template, you can create a custom checklist for agents to follow and complete when reviewing each case. Example us...

Prerequisites Before you begin this tutorial, you should: Know what a Workflow is, and know how to build one. See our articles on Workfl...

The Cases Email Module is available to organizations on the Enterprise plan. If you are interested in streamlining your communications pr...