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Managing case followers

Updated on April 5, 2022

Ensure that relevant stakeholders participate in case discussions by controlling which users follow a case.

  1. Log in to an end-user portal, for example, the Case Manager portal.
  2. Open a case:
    • Search for the case.
    • Click on the case in the worklist or work queue on your dashboard.
  3. In the Recent Followers section, click the Gear icon.
  4. In the Followers dialog box, in the drop-down list, select one or more users in your application, and then click Add.For example:
    New followers added to your case
    The Followers dialog box with new followers added to your case.
  5. Optional: To remove a user who is no longer a relevant stakeholder from the followers list, click the Delete icon next to the user.
    You can undo your changes by clicking the Add icon next to a deleted follower.
  6. Close the Followers dialog box.
Result: Case followers receive notifications for the case, based on the settings in their notification preferences.

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