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Case Management

Answers to common questions about managing, transferring, closing, and submitting cases

Managing Cases

How do I move cases from one user to another?

Because Whistleblower Software uses end-to-end encryption, case access must be shared manually between users within the platform. Do not delete the outgoing user's account until the new person has confirmed they can access all cases.

Step 1: Add the new case handler to each case

The current case handler must log in and manually add the new person as a case handler on every active and past case. Open each case, go to Settings or Members within the case, and add the new person. The new person must then log in to initialize their access and confirm they can read all files.

Step 2: Update category settings

If the outgoing user was set as the default recipient for new reports in a specific category, update this so future reports go to the right person. Go to Settings > Reporting Channels > Categories and replace the old user's name with the new one.

Step 3: Delete the old account

Once the new person has confirmed they can open and read all cases, go to Settings > Users and remove the old user.

Do not delete the old account until the new person has fully confirmed their access. Once deleted, that user's access cannot be restored.

How do I close and archive a case?

Archiving is the final step of a case's lifecycle. The case status must be set to Closed before the archive option becomes available.

  1. Open the case and go to the Tools panel on the right-hand side.

  2. Find the Ststre field, click on it, and select Closed from the dropdown.

  3. Once the status is set to Closed, the option to Archive will appear in the tool menu.

If the Closed option does not appear, check the following:

  • Mandatory fields: There may be required fields or next steps that need to be completed before the case can be closed.

  • Permissions: Your user role may not have the authority to change case statuses. Check with your administrator.

If the option is still missing after checking both, reach out to the support team with a screenshot of your full screen while inside the case.

Why can I see a new case notification but cannot find the case in my dashboard?

If you see a notification for a new case but it does not appear in your dashboard, this is usually caused by one of two things.

Check your dashboard filters

The dashboard may be filtering out the case. Click Filters at the top of your case list, make sure the New status is selected, and clear any active filters such as date ranges, departments, or categories to see if the case appears.

Check your case handler permissions

Because Whistleblower Software uses end-to-end encryption and role-based access, cases are only visible to the users assigned to them. The case may have been automatically routed to a different case handler based on the department or language of the report. If you are not the assigned handler, the case will not appear in your dashboard even if the global counter shows it.

If you believe you should have access to all cases, contact your internal administrator. They can update your permissions or adjust the automatic assignment rules. In many situations, this is resolved by granting administrator rights.

For security reasons, the support team cannot modify your organization's internal access rights or assignment rules directly

What should the whistleblower do if they lost their report password?

Because Whistleblower Software uses end-to-end encryption to protect reporter anonymity, passwords are not stored in a recoverable format. There is no reset function, and neither the support team nor system administrators have access to the reporter's private keys.

Recommended solution

The best way forward is for the whistleblower to submit a new case. In the new submission, they should include the case ID of their original case if they have it, along with a brief summary of the previous communication so the case handler can identify them.

Once the new report is received, the case handler can use the Link cases feature in the dashboard to connect both reports and keep the files organized together.

Once the cases are linked, the reporter will only be able to see new messages going forward through their new report account. Previous communication from the original case will not be visible to them.


Oral Reporting

What to do if the microphone does not work when submitting an oral report?

This is usually caused by local browser or device settings rather than an issue with the platform. Try the following steps:

  1. Check browser permissions: When starting an oral report, your browser should ask for microphone access. Make sure you clicked Allow. You can check this by clicking the lock icon next to the URL in your browser bar.

  2. Try a private window: Open the reporting link in a private or incognito window. This disables browser extensions or cached settings that might be blocking the microphone.

  3. Check device settings: Make sure the microphone is not muted at a hardware level and that your operating system has granted the browser permission to use it.

  4. Check for other apps: Make sure no other applications such as Teams or Zoom are currently using the microphone, as this can prevent the reporting tool from accessing it.

If the issue persists after trying these steps, try submitting the report from a different device or browser.

Can a case be submitted via oral reporting without an audio file?

Yes. It is possible for a report to be submitted through the oral reporting channel without containing an audio file. This can happen if the reporter selected the oral option but uploaded a different file type, such as an image or document, instead of recording a voice message.

In this situation, the Play Audio option will not appear in the files section of the case. The file attached will reflect whatever the reporter chose to upload.

If you need further information from the reporter, use the secure chat function within the case to ask them to provide an audio recording or additional clarification.


We’re here to support you. If you have questions reach out to us directly via the Messenger icon in the bottom right corner of your screen, or send us an email at support@whistleblowersoftware.com

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