1. Knowledge Base
  2. Creating and Managing a Case
  3. Managing the people who can work on your case

How do I add a delegate to my case?

This article will show you how to add a delegate colleague to your case to allow them to make updates.

Adding a delegate to your case can help you manage your workload and allows you to easily receive extra support from colleagues on larger, more complex estates.

👍 Delegates can only make updates to cases that have been assigned to them

👍 Company admins can add delegates from Your overview or Company overview 

👍 Case owners can add delegates to their own cases from Your overview

  • To navigate to the Your overview or Company overview page please click the menu in the top right-hand corner

20220106 Your and Company Overview with arrows

  • You will see cases displayed in the Case overview dashboard. Click the three dots at the end of the relevant case row to see Actions and from here choose Add delegate

    Your Overview

20222801 case overview three dots end of team member
20220106 Add delegate with outline

Company Overview

20220131 Add delegate company overview

  • Select the name of the person you want to add as a delegate and click Add. This will add the delegate immediately and allow them to make updates to the case

20220131 Select delegate

👷 Our team are regularly making improvements and adding new features. Some things may have changed since this guide was written as functionality gets even more fabulous. If you need further assistance, please contact the Customer Success team who are always happy to help. 

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