As a "Team Manager" or a licensed user with the "Case Manager" permission level, perform the following steps to assign access to cases.
Click "Cases" in the top blue menu barClick 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", Editors”, or “Case Manager” of the case.
If you want to invite a “Viewer” to a case who does NOT have a Family Connections License, you will need to contact [email protected] to get them cleared in our system.