Let a team member create cases and add people

In the LobbyLobby The home screen of the portal, showing your cases, announcements, inquiries and the firm's office locations., Admins and Managers can always create cases and add or remove people on them. Anyone else can only once you allow it. The three settings below change nothing for an Admin or a Manager.

1. 1

   Open their settings

   In Users, choose the pencil icon, Edit User, on their row, and open Settings.

2. 2

   Choose what they can do

   Under Case Creation & Permissions:

   • Can create a case: Yes lets them open cases from the Lobby. They're added to each one as staff.
   • Can add a case user as: pick the rolesRole A set of permissions that decides what someone can see and do on a case, such as staff or clients. they can give people, such as clients. They can add people to their cases in those roles only.
   • Can remove a case user: Yes lets them remove people in those same roles from their cases, but never themselves.
3. 3

   Save the settings

   Choose Save.

What happens next

The next time they open the Lobby, they can:

• Open a case from the Lobby's home page. See Open a new case from the Lobby.
• Add people to a case from Your Team, and send their invitation. See Invite a client to their case.
• Remove people from a case. See Remove someone from a case.

They can add and remove people only on open cases. Nobody is told about the change.