Create Roles:

To create roles go to the admin panel of the app that the case is in then click on settings.

• Then go to advanced settings.

• Afterwards click on roles next to the Modules section.

• Now click on the “+ New” Button.

• Fill in the name of the role and tick the permissions you want to assign to that role and then click “Create”.

Assign Roles:

• To assign users to a case go to the admin panel of the app that the case is in then click on the drop-down button next to the case, afterward click on assign users.

• From here click on “+Add” Button. 

• Fill in the data of the user you want to assign and select their role then click save.