Workflow & Collaboration
Understand the case lifecycle, sharing and permissions, back-office review, and notifications.
6 articles
- The Case Lifecycle ExplainedEvery stage a case moves through, and who acts at each one.
- Workflows, Supervision Types & Regulatory OverviewHow a case moves through CustoMED, how your organization's supervision type affects approval, and the platform's regulatory position.
- User Roles & PermissionsThe complete guide to organization roles, case roles, sharing and who can see and do what.
- Sharing a Case with OthersInvite colleagues and external collaborators to a case, choose their role, or share a view-only link.
- Comments & @MentionsDiscuss a case on the 3D model: place comment pins, mention colleagues, reply and resolve threads.
- Managing Email Notifications & RemindersWhich emails and messages CustoMED sends, who receives them, how reminders work, and how to choose what you get.