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# How to set up case managers for whistleblowing cases


## Steps to take to add individuals who are responsible for managing your whistleblowing cases

By default, only the main account owner will have access to all whistleblowing cases that are submitted to your organization. Based on your organization's needs, different team members may need to manage types of requests or requests at varying stages of handling. In the Clym Control Center, you can fully customize which team members handle what, allowing you to further streamline your whistleblowing management process.

Adding a case manager is an easy 3-step process:

* [Sign in to your Clym Control Center account](#4-1-sign-in-to-your-clym-portal)
* [Access the Manage tab](#4-2-open-your-website-settings)
* [Add a case manager](#4-3-add-a-responsible)

#### 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](https://clym.io) and click **Sign in** in the upper right-hand corner.

![Clym sign in page](https://storage.crisp.chat/users/helpdesk/website/-/a/e/3/8/ae38f50f15c00000/clym-portal-sign-in-page_zpr8t4.webp)

#### 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 case manager(s) for whistleblowing cases, please enable **Overwrite default settings**. Toggle to the **Case managers** section.

![Case managers tab](https://storage.crisp.chat/users/helpdesk/website/-/a/e/3/8/ae38f50f15c00000/whistleblowing-1_wvmnas.png)


#### 3. Add a case manager

Click **+Add case manager**.

![Add case manager button](https://storage.crisp.chat/users/helpdesk/website/-/a/e/3/8/ae38f50f15c00000/whistleblowing-2_o55z3c.png)

In the window that opens, provide the **Target account**, **Case category**, **Allowed statuses**, **Allow access to non-redacted fields**, and **Allow field redacting** fields. Click **Save**.

![Add case manager preview](https://storage.crisp.chat/users/helpdesk/website/-/a/e/3/8/ae38f50f15c00000/whistleblowing-3_em174p.png)

If you encounter any challenges, please reach out to us at [support@clym.io](mailto:support@clym.io).