Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 3 Next »

After creating a case through the support portal there are times you need your colleagues added to the ticket for visibility or assistance with answering the questions asked by support. When viewing the case you created in the support portal, the below steps will show you how to add your colleagues

  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 situation.

  • No labels