For: Admins, Managers, and Staff
Invite a client to their case
Add a client to a case from the case page and send them their invitation to the portal.
In this article6 sections
Add your client to their case from the case page, and send their invitationInvitation link The link in the email you get when you're added to a case; it opens the portal and sends you a sign-in code. in the same step. It opens their case and signs them in with a code, so they don't need a password.
Open Add Case Member
On the case, choose + beside Your Team.
No +? Either the case is closed, or you can't add people yet: Admins and Managers always can, and an Admin chooses who else may. See Let a team member create cases and add people.
Find or add the client
Under User, type the client's email address, or switch Email to Phone and type their mobile number. Pick them from the list.
Not in your hub yet? Fill in First Name and Last Name as well. They're added to your hub too.
Choose their role
Set Role to clients. The list shows only the roles you may add. Leave Designation at Primary Client, or choose Guardian for someone acting for the client.
Send the invitation
Tick Email user about case assignment, then choose Save.
What happens next
Your client gets an invitation from your firm by email, or by text if you added their phone number. Its link opens the case and sends them a sign-in codeSign-in code A 6-digit code sent to your email or phone each time you sign in, so no password is needed; it expires after 10 minutes.. Someone new to your hub starts with your language and time zone, and can change both on their profile.
Your Bootstrap Cases rules then add your welcome post, forms and e-signs for their role. See Welcome clients automatically when they join a case.
If something goes wrong
- Your client didn't get the invitation. Check the address or number with them. An Admin or Manager can send it again: in Cases in the Admin Panel, choose Edit Case on the case, then Send invitation beside the client.
- "User already exist." They're already on the case.
- "Case user limit reached or transaction failed." A case holds up to 20 people, the Virtual Assistant included. See Remove someone from a case.