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Articles on:Case Management
Learn more about how to manage cases in Clym.

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  • How to set up an automatic reply for a content takedown case
    Steps to take to send automatic replies to your website visitors as you manage their content takedown cases After your website visitors submit a content takedown case to your organization, you may wish to provide them updates on the matter in an automated way. As you progress each case from open through in progress to closed, you may want to notify your website visitors that progress has been made. Clym allows you to customize these emails to users, ensuring that your organization's voice iSome readers
  • How to set up responsibles 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 contenSome readers
  • How to follow up on a content takedown case
    Steps to take to follow up on the status of a content takedown case and review replies from the organization After you have submitted a content takedown case to an organization, you will likely want to understand the status of the request and review any messages that the organization has sent you. Following up on a content takedown case is an easy 3-step process: Access the Governance Portal Access the content takedown settings (4-2-access-the-coSome readers
  • How to add a new whistleblowing case field
    Steps to take to add a custom new field to the whistleblowing form for your website visitors When your website visitors submit a whistleblowing request to your organization, they must provide any relevant details that will be helpful to ensure their request is fulfilled as needed. When submitting a request, users have the option to submit the request confidentially, which means that their name and email are submitted with the request, providing a mechanism by which you can follow up with thSome readers
  • How to set up responsibles for whistleblowing cases
    Steps to take to add individuals who are responsible for managing your whistleblowing cases By default, only the main account holder 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 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 yourSome readers
  • How to add an alternative reporting channel for bounty hunting cases
    Steps to take to display an alternative reporting channel to your website visitors for submitting a bounty hunting case While the Governance Portal offers an easy way for your website visitors to submit a bounty hunting case to your organization, we understand that there may be users who would prefer to submit their case over email, phone, mail, or through an alternative URL that directs users to a system that may already be in place. Adding an alternative reporting channel is an easy 3-stSome readers
  • How to add a new bounty hunting case category
    Steps to take to add a new case category for bounty hunting cases When a user submits a bounty hunting case to your company, the default settings allow the user to choose between Navigation Issue, Broken Links, Page Load Error, Design/Display Problem, Form Submission Issue, Login/Access Issue, Report a Vulnerability, or Other. Based on the type of content used on your website, you may wish to add additional categories that your website visitors can choose froFew readers
  • How to submit a content takedown case
    Steps to take to create a new content takedown case with an organization using Clym's content takedown solution In the evolving age of the internet, content posted on websites must prioritize both privacy and compliance with copyright laws. Around the world, various regulations have created frameworks to ensure these standards are upheld. In the United States, the Digital Millennium Copyright Act (DMCA) outlines the procedures for requesting the removal of copyrighted content. Meanwhile, thFew readers
  • Whistleblowing Overview
    Overview of the whistleblowing functionality and steps to take to customize your whistleblowing offerings to your customers Many companies across various industries value transparency, accountability, and trust to create a healthy and successful work environment. Even so, unethical behavior, misconduct, or illegal activities within an organization are still possible. Whistleblowing provides employees with a secure way to raise concerns about these types of activities without fear of retaliaFew readers
  • How to set up an automatic reply for an accessibility issue reporting case
    Steps to take to send automatic replies to your website visitors as you manage their accessibility issue reporting cases After your website visitors submit an accessibility issue reporting case to your organization, you may wish to provide them updates on the matter in an automated way. As you progress each case from open through in progress to closed, you may want to notify your website visitors that progress has been made. Clym allows you to customize these emails to users, ensuring thatFew readers
  • How to add an alternative reporting channel for whistleblowing cases
    Steps to take to display an alternative reporting channel to your website visitors for submitting a whistleblowing case While the Governance Portal offers an easy way for your website visitors to submit a whistleblowing case to your organization, we understand that there may be users who would prefer to submit their request over email, phone, mail, or through an alternative URL that directs users to a system that may already be in place. Adding an alternative reporting channel is an easy 3Few readers
  • How to associate a policy to your bounty hunting settings
    Steps to take to assign a legal document to your bounty hunting settings As your Privacy Policy or another legal document may outline terms or instructions related to submitting a bounty hunting case, you may wish to link the respective policy to your bounty hunting settings so that your website visitors can quickly and easily navigate right to the document. Associating a policy is an easy 3-step process: Sign in to your Clym Portal Open your WebsiFew readers
  • How to add a new content takedown case category
    Steps to take to create a new case category for content takedown When a user submits a content takedown case to your company, the default settings allow the user to choose between "abusive content" and "illegal content" 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: Sign in to your Clym Portal (4-Few readers
  • 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: Sign in to your Clym Portal (4-Few readers
  • How to add a new accessibility issues reporting rule to a jurisdiction
    Steps to take to enable accessibility issues reporting for a jurisdiction Clym’s accessibility issue reporting solution is designed to empower users to easily identify, report, and track accessibility issues within digital platforms and services. This solution aims to ensure that digital content is accessible to all users, including those with disabilities, complementing the Clym widget's accessibility solutions. The reporting system is user-friendly and includes features that make it simplFew readers
  • How to associate a policy to your content takedown settings
    Steps to take to assign a legal document to your content takedown settings As your Privacy Policy or another legal document may outline terms or instructions related to submitting a content takedown case, you may wish to link the respective policy to your content takedown settings so that your website visitors can quickly and easily navigate right to the document. Associating a policy is an easy 3-step process: Sign in to your Clym Portal Open yourFew readers
  • How to add a new bounty hunting case field
    Steps to take to add a custom new field to the security form for your website visitors When your website visitors submit a bounty hunting case to your organization, they must provide any relevant details that will be helpful to ensure their request is fulfilled as needed. With Clym's default settings, the case form asks the users for a  Description of the issue, Steps to reproduce, Expected behavior, Affected device/platform, Browser/OS information, Date and time of ocFew readers
  • How to associate a policy with your accessibility issue reporting settings
    Steps to take to assign a legal document to your accessibility issue reporting settings As your Privacy Policy or another legal document may outline terms or instructions related to submitting an accessibility issue reporting case, you may wish to link the respective policy to your accessibility issue reporting settings so that your website visitors can quickly and easily navigate right to the document. Associating a policy is an easy 3-step process: Sign in to your Clym Portal (4-1-sFew readers
  • How to set up an automatic reply for a whistleblowing case
    Steps to take to send automatic replies to your website visitors as you manage their whistleblowing cases After your website visitors submit a whistleblowing case to your organization, you may wish to provide them updates on the matter in an automated way. As you progress each case from open through in progress to closed, you may want to notify your website visitors that progress has been made. Clym allows you to customize these emails to users, ensuring that your organization's voice is usFew readers
  • Case Management Overview
    Below, you will find resources for managing your user-submitted cases If you are using Clym's accessibility issue reporting, bounty hunting program, content takedown, or whistleblowing solutions, you must stay on top of all user-submitted cases, handling and progressing each report by any necessary deadlines. In the Clym Portal, you can update the status of a case as you progress, reply to the users, and more. How to reply to a case (https://knowledgebase.clym.io/en/article/how-to-replyFew readers
  • How to set up responsibles for bounty hunting cases
    Steps to take to add individuals who are responsible for managing your bounty hunting cases By default, only the main account holder will have access to all bounty hunting 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 yourFew readers
  • How to turn whistleblowing reporting types on/off
    Steps to take to turn the confidential and anonymous reporting types on or off By default, Clym's whistleblowing solution allows your website visitors to submit whistleblowing cases confidentially or anonymously. When submitting a request, users have the option to submit the request confidentially, which means that their name and email are submitted with the request, providing a mechanism by which you can follow up with the user, or to submit the request anonymously, which omits the user'sFew readers
  • Content Takedown Overview
    Overview of the content takedown functionality and steps to take to customize your content takedown offerings to your customers In the evolving age of the internet, content posted on websites must prioritize both privacy and compliance with copyright laws. Around the world, various regulations have created frameworks to ensure these standards are upheld. In the United States, the Digital Millennium Copyright Act (DMCA) outlines the procedures for requesting the removal of copyrighted contenFew readers
  • How to set up an automatic reply for a bounty hunting case
    Steps to take to send automatic replies to your website visitors as you manage their bounty hunting cases After your website visitors submit a bounty hunting case to your organization, you may wish to provide them updates on the matter in an automated way. As you progress each case from open through in progress to closed, you may want to notify your website visitors that progress has been made. Clym allows you to customize these emails to users, ensuring that your organization's voice is usFew readers
  • How to follow up on a whistleblowing case
    Steps to take to follow up on the status of a whistleblowing case and review replies from the organization After you have submitted a whistleblowing case to an organization, you will likely want to understand the status of the request and review any messages that the organization has sent you. Following up on a whistleblowing case is an easy 3-step process: Access the Governance Portal Access the whistleblowing settings (4-2-access-the-whistlebloFew readers
  • How to set up responsibles for accessibility issue reporting cases
    Steps to take to add individuals who are responsible for managing your accessibility issue reporting cases By default, only the main account holder will have access to all accessibility issue reporting 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 yFew readers
  • Accessibility Issues Reporting Overview
    Overview of Clym's Accessibility Issues Reporting solution and how you can empower your website visitors with the ability to report accessibility issues found on your website Clym’s Accessibility Issue Reporting Solution is designed to empower users to easily identify, report, and track accessibility issues within digital platforms and services. This solution aims to ensure that digital content is accessible to all users, including those with disabilities, complementing the Clym widget's acFew readers
  • How to add a new accessibility issue reporting case field
    Steps to take to add a custom new field to the accessibility issue reporting form for your website visitors When your website visitors submit an accessibility issue reporting case to your organization, they must provide any relevant details that will be helpful to ensure their request is fulfilled as needed. With Clym's default settings, the case form asks the users for a Description of the issue,  Date and time of occurrence, Impact of the issue,  URL, whether they wouldFew readers
  • How to submit a whistleblowing case
    Steps to take to create a new whistleblowing case with an organization using Clym's whistleblowing solution Many companies across various industries value transparency, accountability, and trust to create a healthy and successful work environment. Even so, unethical behavior, misconduct, or illegal activities within an organization are still possible. Whistleblowing provides employees like you with a secure way to raise concerns about these types of activities without fear of retaliation.Few readers
  • How to turn content takedown reporting types on/off
    Steps to take to turn the confidential and anonymous reporting types on or off By default, Clym's content takedown solution allows your website visitors to submit content takedown requests confidentially or anonymously. When submitting a request, users have the option to submit the request confidentially, which means that their name and email are submitted with the request, providing a mechanism by which you can follow up with the user, or to submit the request anonymously, which omits theFew readers
  • How to add a new content takedown case field
    Steps to take to add a custom new field to the content takedown form for your website visitors When your website visitors submit a content takedown request to your organization, they must provide any relevant details that will be helpful to ensure their request is fulfilled as needed. When submitting a request, users have the option to submit the request confidentially, which means that their name and email are submitted with the request, providing a mechanism by which you can follow up witFew readers
  • How to add an alternative reporting channel for accessibility issue reporting cases
    Steps to take to display an alternative reporting channel to your website visitors for submitting an accessibility issue reporting case While the Governance Portal offers an easy way for your website visitors to submit an accessibility issue reporting case to your organization, we understand that there may be users who would prefer to submit their case over email, phone, mail, or through an alternative URL that directs users to a system that may already be in place. Adding an alternative rFew readers
  • Bounty Hunting Overview
    Overview of Clym's Bounty Hunting solution and how you can help protect your website from security vulnerabilities and technical issues Clym’s Bounty Hunting service is designed to help our customers enhance their security posture by offering a structured and efficient way to manage security vulnerabilities and technical issues. This service empowers your website visitors with the ability to report potential threats detected on your website in a streamlined and organized manner. Using Clym'Few readers
  • How to change the status of a case
    Steps to update the status of a user-submitted case as you progress through the case With the simple click of a button, you can easily update the status of a user-submitted case from "Open" to "In Progress" and eventually to "Closed." This process applies across various case types, including accessibility issue reports, bounty hunting cases, content takedown requests, and whistleblowing reports. The status transition process helps to track the progress of each case and ensures that all neceFew readers
  • How to associate a policy to your whistleblowing settings
    Steps to take to assign a legal document to your whistleblowing settings Because your Privacy Policy or another legal document may outline terms or instructions related to submitting a whistleblowing case, you may wish to link the respective policy to your whistleblowing settings so that your website visitors can quickly and easily navigate right to the document. Associating a policy is an easy 3-step process: Sign in to your Clym Portal Open your Website Settings Associate relatedFew readers
  • How to add an alternative reporting channel for content takedown cases
    Steps to take to display an alternative reporting channel to your website visitors for submitting a content takedown case While the Governance Portal offers an easy way for your website visitors to submit a content takedown case to your organization, we understand that there may be users who would prefer to submit their request over email, phone, mail, or through an alternative URL that directs users to a system that may already be in place. Adding an alternative reporting channel is an eaFew readers
  • How to add a new accessibility issues reporting case category
    Steps to take to create a new case category for accessibility issue reporting When a user submits an accessibility issue reporting case to your company, the default settings allow the user to choose between Web Accessibility, Mobile App Accessibility, Document Accessibility, or Other or multiple. 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 caFew readers
  • How to reply to a case
    Steps to take to reply to a user-submitted case Whether addressing accessibility concerns, investigating security vulnerabilities through bounty hunting, removing harmful content, or managing sensitive whistleblowing reports, we understand that maintaining clear communication with your customers is key to demonstrating that their cases are being handled with top priority. Within the Clym Portal, you can easily send replies to your users at any time. Clym will automatically send an email notFew readers

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