This article shows admins how to assign and remove case users. We also show you how to modify user data.
Opening an existing case
- Log in to the admin account.
- Locate an app on the Apps page and click the ADMIN button.
- Click the Cases menu tab.
- Make sure ACTIVE is selected in the submenu.
- Scroll down to the ACTION column.
Assign or remove
Click Assign Users to assign a user to the case or remove the user from the case (but not the platform). On the next page: Click ADD and complete the workflow. Click remove to delete a user.
Modify
It is not possible to edit or update user data on the Cases page. Instead, follow these steps:
- Click the Users menu tab.
- Locate the user name and click Edit.
- Make changes and click SAVE.