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⚙️ Manage default follower groups

By configuring default follower groups, you ensure the right users are automatically added to cases based on your workflow configuration.

Updated this week

As an administrator, you can customize your organization's workflow and case settings - controlling task visibility, edit permissions, and default user access.

Modify case preferences

  1. Access your organization's Admin Portal.

  2. From the main navigation, select Workflow BuilderModify Case Preferences

  3. Locate the workflow you want to update and click Modify Preferences

  4. Click + Add New Follower

  5. Fill out your default follower group settings

    • Enter a Follower Name

    • (Optional) Give permission to edit tasks

    • Select the Tasks the group should be subscribed to view

    • Add Teams to the default group

  6. Click Update Preferences

This will save your changes and apply them to new cases using this workflow.

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