How Do Case Type Subscriptions Work?

Summary

ClientSpace provides the ability to select Case Type subscriptions (within security limits) which means you can subscribe to a given case type and if you have security appropriate to see the case type you will be notified when cases of this type are created. The following document describes Case Type Subscriptions and how to manage them through the Case Type Subscriptions module.

Configuring Case Type Subscriptions in NEXT

As of release 43, Case Type subscriptions have been added to ClientSpace NEXT.

An administrative Case Type Subscriptions module has been added to allow users to subscribe to specific case types either by individual workspace (filtered by the workspaces to which the selected user has access ) or by selecting "My Clients" which subscribes the user to the selected case type for any workspace where they are a member of the "Client Team" role in workspace security settings.

After selecting a Workspace option you then select the Category and Type of case to which you would like to subscribe:

Global Admin users can either subscribe themselves in the same way, or add subscriptions for other users by selecting a different user in the Add dialog (altering user selection is limited to Global Admin users).

Security Info

It is important to note that the Case Type Subscription follows the ClientSpace security model - a user is not allowed to subscribe to or receive notifications for any case type to which they do not have access.