by CaseActive Team

1.1 Login to your CaseActive account.

1.2 From the Landing dashboard click on the Admin button next to the App where you want to invite the client.

1.3 Now click on Cases Button in the main menu.

1.4 Here you will find all the cases of this particular App, now hover your cursor over the drop-down arrow in front of the case you want to invite the client to.

1.5 Now click on Assign Users.

1.6 From here click on +Add Button. 

1.7 Now fill in the information of the user you want to assign to the case and select their role. Note that by default there are only 3 active roles:

  • Clients
  • Default
  • Staff

Admin can create more roles as well for the app. Click here to know how.

1.8 Click “Email user about the assignment“ afterward to send an email to the client as well.

1.9 Click the Save button and once your client accepts the invitation, the name will be shown in the users section of the app.

You have successfully sent an invite to the client.

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