Pro: Sharing cases

As the custodian of a case, you have control over who may access the case and for how long they have access. You control this access by "sharing" a case with another user.
To share a case, click "Cases" in the lefthand menu, and then go to the "My cases" tab. Then find the case you wish to share. Select Share from the 3-dot menu on the case card OR when working within the case, click Share in the top right corner.

This will take you to the Shared Access page. This is where you manage who has access to the case. Click Add in the top right corner to share the case with others. When adding shared access, users are given three different options: Existing Users, New User and Group.
  • Existing Users: allows you to share the case with users already in the account.
  • New User: allows you to add or request to add a new user upon sharing. 
  • Group: allows you to share with a Group that you have predefined in My Groups.
Select the users you would like to share the case with, and then click Add.

To complete the share, assign permissions to the user.  You may update the share duration and choose the case features you wish to share with each user.

To choose which attachments a user will receive when you share the case, check the "files" check box. A "Share Case Files" box will appear that will allow you to select each file that you wish to share.

If you want to share all current and future files that may get uploaded in the future with this user, toggle on the "Share all current and future attachments" switch at the top of the 'Share Case Files' box.

Select Save when you are ready to share the case.  This will send an email to the added user(s) notifying them that a new case has been shared with them.