How-to Set up Case Teams

Owned by Justin Epstein
Last updated: Nov 29, 2023
2 min read

 

When using the case teams feature, a case must first be created before you can assign users to a team. To learn how to create a case, click here: How-to-Use Case Management

How to set up a team

  1. Click “Cases” located in the left side panel.

 

  1. To create a Team, find the case you’d like to edit and click “Case Details”.

 

  1. Click on the “Case Teams” tab.

 

 

  1. To create a Team, select “New Case Team”.

 

 

  1. Enter the name of the case team, then click “Save”.

 

  1. To add a member to a team, identify the team, input the email of the team member and click “Add To Team”.

 

Members of a team can be added and removed from a team at any time by an organization member with the appropriate permission level.

 

  1. Once a member has been successfully added to a team, the individual will appear within that team, along with any other members who are a part of the team.

 

To learn how to use Case Teams during a proceeding, read the following article: How to Use Case Teams