What are Case Notifications?

Overview

Case Notifications alert you when something changes in a Case you’re responsible for. You can receive a notification when:

  • A Case is assigned to you.
  • A Case that is assigned to you has an SLA breach.
  • You are tagged in a Case comment.

Notifications appear in your Dashboard and/or email based on your personal notification settings.

There is a separate notification setting for when any new Case is created using a specific Case Template. See Cases Template to learn more.

Where can you view Cases Notifications?

You can receive Case Notifications in two places:

Dashboard Notifications

In the Persona Dashboard, a red badge appears on the Notifications icon in the top-right of the All Cases view.

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Clicking on the icon allows you to:

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  1. Click Inbox to view all new notifications. Within your inbox:
    1. Tag certain notifications as archived by clicking the X icon.
    2. Click Archive all to move all notifications in your Inbox to Archived status.
  2. Click Archived to view all archived notifications. From this tab, click the Unread icon to move a notification back to the Inbox tab.

Email Notifications

You can turn email notifications on or off for specific Case events.

Configure your Case Notification settings

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To manage which Case actions notify you:

  1. Click your profile image > Profile.
  2. Go to the Notifications tab.
  3. Select which Case actions should trigger the Dashboard or email notifications.
  4. Use + Add notification to create custom SLA breach notifications.
    1. These allow you to define when you want to be notified if an SLA is late or a set amount of time passes.

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