Grievance Management
A complaint you file for an employee, customer, or vendor.
Where to find it: Left menu → Grievance Management → For someone else
Step 1
Left menu → Grievance Management → For someone else. If the name is missing, your role does not include it — ask an admin in Users & Roles.
Step 2
Enter their name, what happened, and who should read it. Submit, then give them the tracking code.
Step 3
The case should appear in the recipient inbox and in All Cases. The complainant gets a tracking code.
Yes. For someone else is a signed-in workspace screen. This public page teaches the screen with a picture and a link to the feature video. It never shows another company’s data.
The left menu only shows screens your role may open. Ask a company admin to grant the matching permission, or to show you which role should own this step.
Staff can file on their behalf here. The complainant then follows the tracking code.
