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Getting Started & Best Practices
User Guide for Followers & Guest Users
User Guide for Followers & Guest Users

An abbreviated user guide focused on key features relevant for non-case admins.

Eric Pahl avatar
Written by Eric Pahl
Updated over a week ago

For instructions on app download, account creation, and registration, please see article "How do I create an Account"

Notifications: When you get added to a case, you will receive a push notification similar to text messaging. When you go into the app, you will see a red notification badge indicating that there are unread messages.

Filters

Messaging & Message Details

How to Find Additional Case Details & Accessing Files

Leaving a Message Room or Case Follower Room

Settings & Profile

Email Updates: Under settings, you can also turn on 'email notifications' to receive case updates by email (see example notification below)

*Note* Updates are limited due to HIPAA reasons. To have the best experience, we encourage users to rely primarily on the mobile app and app notifications.

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