Skip to main content
All CollectionsAdministrator Support
Add/Edit Case Studies in Case Studies Management
Add/Edit Case Studies in Case Studies Management

Case Studies are essential for showcasing your organization’s success stories and expertise.

Masa Sasaki avatar
Written by Masa Sasaki
Updated over a month ago

Steps to Add or Edit Case Studies

  1. Navigate to Case Studies Management:

    • Click My Org in the main navigation bar.

    • Select Case Studies from the dropdown menu.

  2. Add a New Case Study:

    • Click the Add Case Study button.

  3. Fill Case Study Information:

    • Manually enter the details of the case study (e.g., title, description, and associated client).

    • Alternatively, use the AI content generator by uploading an existing case study document. This will streamline the process and save time.

  4. Save the Case Study:

    • Once all details are complete, click Save to finalize your updates.


Additional Notes 📌

  • Change Visibility:

    • Adjust the visibility settings (e.g., Default, Public, or Hidden) from the action menu (three dots on the right of the table row).

  • Edit or Delete Case Studies:

    • Use the action menu to edit or remove case studies as needed.

Did this answer your question?