Cases Tab
Navigating between case statuses
Duration: 1:01
Cases
How to manage and investigate cases, including reviewing details, recording actions, updating case status, assigning ownership, and marking cases as resolved.
Adding a New Case Manually
How to add a new case manually
Case Statuses
Filtering cases by status
Managing a Case
How to manage and investigate cases, including reviewing details, recording actions, updating case status, assigning ownership, and marking cases as resolved.
Managing Case Access
How to block an admin user from viewing specific cases
Exporting a Case
How to export an entire case from your Companion platform
Follow-up Tasks
How to create and manage follow-up tasks within Companion
Videos
Adding a new case manually
How to log a new case from scratch
Duration: 1:40
Tasks Tab
Keeping on top of tasks within Companion
Duration: 0:34