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Assigning Case Permissions In Family Connections
Assigning Case Permissions In Family Connections

Learn about how to assign permissions to individual cases in Family Connections.

Travis Collins avatar
Written by Travis Collins
Updated over a week ago

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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