> ## Documentation Index
> Fetch the complete documentation index at: https://docs.casebender.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Case Settings

> This guide covers the configuration options and settings available for customizing the case management system.

## Access Settings

Navigate to Settings > Cases to configure case-related options:

!\[Case Settings Page]
*Screenshot showing the main case settings interface*

## Status Configuration

### Managing Case Statuses

Configure the available case statuses:

1. **Create Status**:

   * Label and description
   * Color coding
   * Stage assignment
   * Unique value

2. **Edit Status**:

   * Modify existing status properties
   * Update color and label
   * Change stage assignment

3. **Delete Status**:
   * Remove unused statuses
   * Handle cases with deleted status

!\[Status Management]
*Screenshot of the status management interface*

## Templates

### Case Templates

Create and manage case templates:

* Define default values
* Set required fields
* Create specialized templates
* Organization-specific templates

### Template Properties

Configure for each template:

* Name and description
* Default field values
* Required fields
* Automation rules
* Team assignments

!\[Template Configuration]
*Screenshot showing template creation and editing*

## Field Configuration

### Custom Fields

Add organization-specific fields:

* Field types (text, number, date, etc.)
* Required/optional settings
* Default values
* Field validation

### Field Display

Configure how fields appear:

* Field order
* Grouping
* Visibility conditions
* Mobile display

!\[Custom Fields]
*Screenshot of custom field configuration*

## Automation Settings

### Workflow Rules

Configure automated actions:

1. **Triggers**:

   * Case creation
   * Status changes
   * Field updates
   * Time-based events

2. **Actions**:
   * Status updates
   * Assignments
   * Notifications
   * Integration calls

!\[Workflow Automation]
*Screenshot of workflow automation settings*

## Team Settings

### Access Control

Configure team-based settings:

* Role permissions
* Team assignments
* Visibility rules
* Collaboration settings

### Assignment Rules

Set up case assignment rules:

* Auto-assignment
* Load balancing
* Skill-based routing
* Backup assignments

!\[Team Configuration]
*Screenshot showing team and assignment settings*

## Integration Settings

### External Systems

Configure integrations with:

* SIEM platforms
* Ticketing systems
* Communication tools
* Custom applications

### API Configuration

Manage API settings:

* API keys
* Webhook endpoints
* Rate limits
* Authentication

!\[Integration Settings]
*Screenshot of integration configuration*

## Notification Settings

### Email Notifications

Configure email alerts for:

* Case creation
* Status changes
* Assignments
* Comments
* Due dates

### Other Notifications

Set up notifications for:

* Slack/Teams
* Mobile push
* Custom webhooks
* System alerts

!\[Notification Configuration]
*Screenshot showing notification settings*

## Analytics Settings

### Metrics Configuration

Configure tracking for:

* Response times
* Resolution rates
* Team performance
* Custom metrics

### Reporting

Set up report templates:

* Case summaries
* Team reports
* Custom reports
* Scheduled reports

!\[Analytics Settings]
*Screenshot of analytics and reporting configuration*

## Best Practices

1. **Status Management**:

   * Keep status list concise
   * Use clear color coding
   * Document status meanings

2. **Templates**:

   * Create templates for common cases
   * Review and update regularly
   * Get team feedback

3. **Fields**:

   * Only add necessary fields
   * Use clear field labels
   * Group related fields

4. **Automation**:

   * Start with simple rules
   * Test thoroughly
   * Monitor performance

5. **Permissions**:
   * Follow least privilege
   * Regular access review
   * Document role requirements

For information about working with cases, see [Working with Cases](./working-with-cases.mdx).