Managing members and roles

Updated 1 month ago by Arjun

As an admin of your case system, you can add or remove members from it.

To manage members and roles, click the More options button() > Share on your case system page.

On the Share settings page, click Add members to select and add new members. To remove members from a case system, select a member, click the More options button () > Remove. The person will not be able to access or view the contents of the case system thereafter.

You can also change the roles of members after they are added. For example, if you want to change the role of a member from Admin to Member, click the More options button () next to the member, then click Make a member.

Roles and permissions

You can assign roles to members to control what actions they can perform in your case system.

There are two roles that you can assign to members:

  • Admin - case system admins can create and edit cases as well as manage all the settings for your case system.
  • Member - case system members can create new cases as well as update existing ones.

Admins have more permissions than a member and can control various settings of a case system.

Permissions

Admin

Member

Update case system settings

Y

-

Add or remove members

Y

-

Create, update, and delete cases

Y

Y

Create, rename, and delete filters

Y

Y

Perform bulk actions

Y

-

Manage notifications

Y

Y

View audit log

Y

-

Archive and delete case systems

Y

-

Duplicate a case system

Y

-

Add, edit, and delete notes

Y

Y

View transitions and activity

Y

Y

 


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