How to assign case managers
Available on: Grow and Perform. On Enterprise and Enterprise+, on domains assigned Grow or Perform. Where: Manage > Transparency & Accountability > Whistleblowing > Case managers (same tab for Content takedown, Accessibility issue reporting and Bounty hunting)
Control who sees and handles each category of case. This matters most for whistleblowing, where a report may concern a colleague.
Before you start: The person must already be a user. See How to invite a team member.
Steps
- Go to the case type's settings, for example Manage > Transparency & Accountability > Whistleblowing, and turn on Overwrite default settings.
- Open the Case managers tab and select +Add case manager.
- Set:
- Target account: the user.
- Case category: the category they handle.
- Allowed statuses: the statuses they can set.
- Allow access to non-redacted fields: turn on only if they need to see personal data in full.
- Allow field redacting: turn on to let them redact fields.
- Select Add.
- Repeat for each category and person.