This article shows admins how to create a case with the platform’s user interface. Admins can also add users to a new case and update existing cases.
Creating a case
- Log in to the admin account.
- Locate an app on the Apps page and click the ADMIN button.
- On the Admin panel, click the Cases menu tab.
- Click the NEW button. A new window displays.
![](https://i0.wp.com/cdn-media.caseactive.com/wp/2024/02/20090634/new-case-1.png?resize=640%2C129&ssl=1)
Fill in the required fields and click SAVE.
![](https://i0.wp.com/cdn-media.caseactive.com/wp/2024/02/20090650/new-case-2.png?resize=640%2C558&ssl=1)
Adding users
Optionally, admins can add users to the case on this page. Scroll down and click the ASSIGN USERS button.
![](https://i0.wp.com/cdn-media.caseactive.com/wp/2024/02/20091008/new-case-2-1.png?resize=640%2C558&ssl=1)
In the Assign User modal, fill in the fields. Check the box to send the user an email notification. (optional)
![](https://i0.wp.com/cdn-media.caseactive.com/wp/2024/02/20091315/new-case-4.png?resize=640%2C452&ssl=1)
Modifying a case
To update a small number of cases, use the Edit tool and make changes to each individual case.
- Note To update a large number of cases in one sitting, consider using the Import tool
- Log in to the admin account.
- Locate an app on the Apps page and click the ADMIN button.
- On the Admin panel, click the Cases menu tab.
- Locate a case and click Edit.
- Make changes and click SAVE.
![](https://i0.wp.com/cdn-media.caseactive.com/wp/2024/02/20091345/new-case-5.png?resize=640%2C140&ssl=1)