Introduction
As your team scales and case volume grows, having the right administrative structure becomes essential. Case templates, groups, and permissions help you maintain consistency, control access, and ensure cases are handled efficiently across your organization.
In this module, you'll learn how to create and use case templates, organize cases with groups, and manage permissions to ensure the right people have the right level of access.
Learning objectives
By the end of this module, you'll be able to:
Create and implement case templates to standardize your team's response to recurring scenarios.
Organize cases using case groups to improve visibility and control access across teams.
Explain case permissions and roles to ensure appropriate access to cases across your organization.