Once a case has been created in the platform, you have the abilitiy to assign other team members who may need access to the case.
How to assign a case
To assign another platform user to a case, you can:
- Navigate to the relevant case
- In the top right-hand corner of the case, click the assign icon (shown as a person wtih a plus sign)
- From the dropdown, select the platform user who requires access
- Once selected, the platform user will be assigned to the case*
*Please note that the platform user may need to refresh their window in order for the update to be visible on their end