Your first steps

What to set up before the first case opens.

Steps

1. In Settings, choose your languages, your branches and their working hours.
2. In People and roles, invite your team and give each person their roles.
3. In Templates, start a journey from one that fits your service.
4. Open Check on the journey, fix what it lists, then publish it.
5. In Services, make the service public so clients can send their requests.

Where to go in the app

Open these from the menu on the side of the app:

• Settings
• People and roles
• Journeys
• Services

The same guide is in the app, under Help and support.