As a Team Manager, or a user with the "Case Manager" permission, perform the following steps to create a new case and/or assign access to an existing case. 

  • Click "Cases" in the top blue menu bar

  • Click the case you wish to edit, or click "Add Case"

  • If you are creating a new Case, enter the details, and save the case. Then click on the case. 

  • Click the "Permissions" tab in the case slide out panel on the right

  • Add a new user to the case by selecting them from the "Add User" drop down

  • New case participants will be made "Viewers" of the case 

  • Move the case participant up to "Editor" or "Owner" section if you like

  • There is currently no difference between these roles, and they will be modified in the near future

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