See which cases a user is on

View Cases lists every case someone is on in your hubHub Your law firm's own client portal, with its branding, its team and all of its cases in one place., open or closed, with their role on each. You can take them off a case there too.

1. 1

   Open View Cases

   In Users, choose View Cases, the folder icon, on their row, on Active or Disabled. The window is headed with their name.

2. 2

   Read their cases

   Each row shows the case's title and Tag IDTag ID A permanent label you give a case, such as rear-end-2026, also shown as Reference ID and used in imports. under Case, whether it's Active or Closed under Status, and the person's roleRole A set of permissions that decides what someone can see and do on a case, such as staff or clients. and designationDesignation A label for someone's job on a case, such as Lead Attorney, Paralegal or Guardian. on it under Role and Designation.

3. 3

   Remove them from a case

   To take them off a case, choose Remove in its row, then YES to confirm. "Done." shows.

What happens next

When you remove someone from a case:

• They lose access to it at once, and nobody is told, though they're sent a cancellation for each upcoming event on it, answered or not.
• They're taken off anything on the case they haven't answered yet, such as a form or a document to sign. Their updates, comments and answers stay.
• To put them back, add them to the case again. See Edit a case's details and team.