The Case management tab in Settings gives administrators control over several platform-wide behaviors that affect how case handlers work with cases day to day.

The Collaborative note toggle enables a shared text board on each case. Case handlers can use it to add notes, actions, and internal comments. All changes are saved in the case's activity log, creating a clear audit trail.

Enable this if your team benefits from shared working notes alongside the formal case communication.

The Translations section offers two features:

Both are useful for organizations that receive reports in multiple languages or via phone hotline.

The Restrict new access to cases for users in the case departments toggle controls which users can be given access to a case.

When this setting is enabled, only users who belong to the department the case was filed under can be granted access to it.

When disabled, any user in the system can be given access to any case, regardless of which departments they belong to.

This is useful for larger organizations that want to ensure case access stays within the relevant department and aligned with data minimization principles.

Snippets are saved response templates that case handlers can insert into case replies quickly. This saves time and ensures consistent communication with whistleblowers.

To create a snippet, click + Create in the Snippets section. Give it a name and write the message content. Snippets appear in the case response editor and can be selected from a list. Currently active snippets are listed here with a preview of their content.

Tags let you group and filter cases under a common label. Go to the Tags section and click + Create to add a new tag. Each tag gets a system-generated ID and a name you define.

Tags are shown with a Case count so you can see how widely each tag is used. They can be applied to individual cases from the case view and used as filters in the Cases dashboard.