Articles on: Case Management

How to add a new whistleblowing case category


Steps to take to add a new case category for whistleblowing cases


When a user submits a whistleblowing case to your company, the default settings allow the user to choose between "personal attack" and "natural disaster" for their request. Based on the type of content used on your website, you may wish to add additional categories that your website visitors can choose from when creating a new request.


Adding a new case category is an easy 3-step process:



1. Sign in to your Clym Control Center


You should have received a magic link in your initial onboarding email. Please click Sign in from the email to get started. Alternatively, navigate to Clym's home page and click Sign in in the upper right-hand corner.


Clym sign in page


2. Access the Manage tab


From the left side menu, select Manage. Expand the Transparency & Accountability section and select Whistleblowing. In order to make edits to Clym's default whistleblowing settings, Overwrite default settings must be toggled on. In order to set up a new case category for whistleblowing cases, please enable Overwrite default settings. Toggle to the Case categories section.


Case categories tab




3. Add a new case category


Click +Add case category.


Add case category button


In the window that opens, provide a Name and Description and toggle Category enabled on. Click Save.


Add case category preview


If you encounter any challenges, please reach out to us at support@clym.io.

Updated on: 06/02/2026

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