Case Collaborators

Who are Collaborators in a Case? 

Collaborators are users who can be added to the case portfolio of a provider. They can make changes and updates to a case portfolio, but cannot close a case. There is no limitation on the number of collaborators that can be added to a case. When a collaborator is added to a case, they will receive an email notification based on their account settings. 

How to Add and Delete a Collaborator to a Case

Step-by-Step Instructions:

Click Cases in the main navigation bar.

1. In the Cases Dashboard, select the provider you want to view cases for. 
2. In the User Portfolio screen, select the specific case you want to add a collaborator to.
3. In the Case Portfolio screen for the provider, click the Add Collaborator icon in the Case Collaborators section. 
4. Select the user(s) you want to add as a collaborator. 
5. Select the Add Collaborator button and the user's name will appear under the Case Collaborators section. 
6. To delete a collaborator select the red "x" next to the collaborator's name. 

View Admins and Viewers in Cases

Select the Admins and Viewers link under the Case Collaborators section to review a list of users who can view a case and perform state-changing actions (in the case of Admins). It is important to note that these users cannot be added as Case Owners or Collaborators.