Edit a case's details and team

Edit Case changes a case's details and who's on it, from the Admin PanelAdmin Panel The staff-only side of a hub, opened with the Admin button, where the firm manages cases, users, templates, automations and settings.. It works on open and closed cases, but on a closed case you can't add people, change their roles or send an invitation again: reopen it first. Change roles before you close a case, not in the same save.

1. 1

   Open Edit Case

   In Cases, choose the pencil icon, Edit Case, on the case. Closed cases are on the Closed tab.

2. 2

   Change the details

   Change the Case Title, Description, Date Opened, Case Status, Case Type or Stage, and fill in any Custom Fields. No stage takes the case off its stage. Required custom fields must be filled in before anything saves.

   The Tag IDTag ID A permanent label you give a case, such as rear-end-2026, also shown as Reference ID and used in imports. can't be changed.

3. 3

   Add people

   Choose Assign Users, type the person's full email address, or switch to Phone and type their number, then choose their Role and confirm with the tick. Tick Email user about case assignment to send their invitation when you save.

   For someone not in your hub yet, type their First Name and Last Name and choose Create and Assign.

4. 4

   Change or remove people

   Pick a new role in a person's row, or choose × to take them off the case. To send someone already on the case their invitation again, choose Send invitation next to their name.

5. 5

   Save your changes

   Choose Save Changes.

What happens next

• Moving an open case into a stageStage A step a case moves through, such as Intake or Demand sent, which the firm names and describes and which shows on the case page. adds that stage's milestone post, if you have one. See Set or change a case's stage.
• People you added with the box ticked get their invitation by email, or by text if they have only a phone number. See Invite a client to their case.
• Your Bootstrap CasesBootstrap Cases An automation that adds a welcome post, forms, e-signs, notes and tasks when someone joins a case in a chosen role. rules run for each person you add. When you change someone's role, they run for the new role, as if the person had just joined in it.
• Someone you remove loses access to the case at once, and isn't told, though they're sent a cancellation for each upcoming event on it, answered or not.
• Changing Case Status closes or reopens the case. See Close or reopen a case.

If something goes wrong

• "First, you need to fill in the required fields" Fill in the custom fields marked as required.
• "Case user limit reached or transaction failed." A case holds 20 people, the Virtual AssistantVirtual Assistant An automated team member that posts welcome messages, check-ins and stage posts for the firm; its posts carry a Virtual Assistant badge. included. Remove someone first.
• "This user is disabled. Activate them before assigning them to the case." Re-enable them first. See Disable or re-enable a user.