Sharing cases

To let internal or external members of your organization view, modify, and manage cases, you can share cases with them and define their access rights on a case by case basis.

1. Open an existing case or create a case.
2. In the Permissions section, click one of the following:
   • Add users ()
   • Invite guest user ()
3. If you selected Add users, in the Add existing users window, select your user of choice and then click Add.

   

4. If you selected Invite guest user, enter the email of the guest user you want to share the case with.
   1. (Optional) Add a first and last name for the user.
   The user is added to the list of users and, by default, is given the View and download permission level for

   the case.

5. Change the permission level for the user, as required, and then click Save.