Articles on: Case Management

How to set up case managers for content takedown cases


Steps to take to add individuals who are responsible for managing your content takedown cases


By default, all company owners will have access to all content takedown cases that are submitted to your organization. Based on your organization's needs, different team members may need to manage different types of requests or requests at different stages as they are handled. In the Clym Portal, you can fully customize which team members handle what, allowing you to further streamline your content takedown management process.


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



1. Sign in to your Clym Control Center account


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 Content takedown. In order to make edits to Clym's default content takedown settings, Overwrite default settings must be toggled on. In order to configure a case manager for a content takedown case, please enable Overwrite default settings. Toggle to the Case managers section.


Content takedown tab




3. Add a case manager


Click +Add case manager.


Add case manager button


In the pop-up window, configure the Target account, Case category, Allowed statuses, Allow access to non-redacted fields, and Allow field redacting fields. Click Save.


Add case manager preview


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

Updated on: 06/02/2026

Was this article helpful?

Share your feedback

Cancel

Thank you!