CiviPlus

Get started with the My Cases functionality so that your portal users can view their cases

Introduction to My Cases

Find out how to configure 'My Cases' for your users

My Cases Initial Setup

Use case profiles to configure which fields are displayed to your portal users

Configuring which Case fields are shown to users in SSP

Configure which users can upload files via the portal

Allowing users to upload files to a case via the self service portal

Allow users in your SSP to invite and manage access to cases from within the SSP

SSP Assign Case Roles / Manage people involved

CiviPlus Helpdesk

Learn how to configure access to My Cases in the self service portal

My Cases

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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