Setup:
Requirements for full MyCase integration capabilities:
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- Must have a login for an active MyCase account
- Must have a Case Status Login and must be configured prior to integration
Setup Steps:
- The MyCase integration is activated by OAuth and there is no setup needed on the backend. Simply navigate to your Case Status Settings and select MyCase as the case management system under ‘integrations’.
- This will redirect you to log into your MyCase Account. Once logged in select 'Allow Access' to Case Status and the integration setup will be complete.
- It is important to ensure the MyCase account that is used for this process will always be active so the connection remains intact. We suggest using a support or admin level account for this reason.
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