This article explains how to create a case in the Hearsay web portal. Each case is a workspace for organizing message extractions and related data. After creating a case, you can add one or more data collection requests.
How to get to My Cases
Step 1: Log in
Go to usehearsay.com/login and log in to your account.
After logging in, you'll automatically be redirected to the My Cases home dashboard.
How to create a case
Step 1: Create a new case
From the My Cases page, click + New Case in the top right corner.
Step 2: Provide Details
Enter the following details:
Case Name: Must be more than three characters.
Add Team Members: Select from your organization’s users to grant non-admins case access.
Invite External Members (Optional): Add outside participants by email if needed.
Step 3: Click Create
Once complete, click Create.
Next step - Create Data Collection Request
After creating a case, the next step is to set up your first data collection request.