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:
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.
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.
3. Add a case manager
Click +Add case manager.
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.
If you encounter any challenges, please reach out to us at support@clym.io.
Updated on: 06/02/2026
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