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  1. Go to the Contact Support location to view your open cases and click on the case

  2. Click on the Share field

  3. If your colleague has an account in the support portal, then type their name in the field that displays after clicking the Share button. The name will autocomplete so you can select that person if they are in the system already.

  4. If you don’t see your colleague included there, then send them these instructions so they can create an account in the support portal, and send a message to your contact in support through the case with your colleague’s name and email address so that they can be added in our backend as a customer. Your support contact will add that colleague as a participant in the case on your behalf in that situationping the support contact you are working with, share your colleague’s email address and name, and request that they be added to the support portal and be connected to your organization. This will ensure they will be discoverable the next time you need to add them as a watcher to the case. If your colleague doesn’t have a login to the support portal, then you should share this page with them so they can be able to log in and track support tickets.