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๐Ÿ“ฑ User guide for followers & guest users

A quick start guide for non-admin users to navigate the app, view messages, and customize notifications.

Eric Pahl avatar
Written by Eric Pahl
Updated yesterday

๐Ÿ”‘ For steps on downloading the app, creating your account, or registering, please see: How do I create an account


โš™๏ธ Settings & profile

Manage your preferences in the More > Settings section:

  • Update your profile

  • Reset the app (to troubleshoot)

  • Adjust notification sounds


๐Ÿ“ง Email notifications (optional)

You can choose to receive email updates in addition to in-app notifications:

  • Go to More > Settings > Email notifications

  • Toggle on to activate

โš ๏ธ Reminder: Due to HIPAA compliance, email updates may contain limited information. For real-time updates and the best experience, always use the mobile app.


๐Ÿ”” Notifications

When you're added to a case, youโ€™ll receive a push notification-similar to a text message. Inside the app, a red badge will appear to show new unread messages.

Tip: Tap on the badge to go straight to the latest updates.


๐ŸŽฏ Filters

Use filters to focus on whatโ€™s relevant to you.
In the Cases or Rooms modules, tap the filter icon (carrot icon) and choose "Open Cases" or "Hide Closed Rooms" for faster navigation and performance.


๐Ÿ’ฌ Messaging & message details

  • Tap any case or room to read or send messages

  • Tap a message bubble to view additional info like timestamps and attached files

  • Emoji reactions and read receipts help simplify communication


๐Ÿ“‚ Finding case details & accessing files

  • Go into a case

  • Tap the Info (โ„น๏ธ) icon to view key case information

  • Scroll down to find shared files, documents, or media


๐Ÿšช Leaving a room or follower group

If you no longer need updates from a specific room:

  1. Tap into the room

  2. Tap the three-dot menu (โ‹ฎ) or "More"

  3. Select Leave Room

Note: Youโ€™ll no longer receive messages or notifications from that room once you leave.


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