Open Settings > Organization. This area requires Full Access and Manage Settings.
The Case Request Settings section controls shared case-intake defaults. Review it alongside Public Forms, which controls individual forms.
Request numbering is separate from the case numbering used after a request becomes a case.
Require Client Address and Require Client Phone control whether those client details must be supplied in the supported intake workflow. Choose Yes or No according to your organization's intake process, then inspect the actual form.
Public Case Request Access Group determines the default access group for approved request attachments. Choose a group whose role mappings match the intended audience. No default access group is a separate selection; do not assume a group named Public means anonymous internet access.
Default Notification Recipients lets you select team members and enter external email addresses. These recipients receive intake-related notifications, so verify each address and its intended access to submitted information.
Save the section, then review a representative public form and the request approval workflow. Per-form settings can also affect what the submitter sees and who is notified.