How do I add collaborators to my case?

This guide will walk you through how to add colleagues to your case so you can collaborate and work together

How do I add/update collaborators on a case?

• Navigate to Your overview (or Company overview if you are a company admin and want to add collaborators to any case, not just cases you own) 

• Click on the menu button to the right hand side of the case you want to add a collaborator to 
• Click Update collaborators 

• Information on Current collaborators will appear
• From the drop down menu choose the colleague(s) you want to add 

• Once you've chosen a collaborator/collaborators they will appear in the box
• Click Update collaborators 

• You will now be able to view collaborators on your case and they can start helping you with your workload 

How do I view collaborators on my case? 

• Within Your overview, you can see collaborators on a case by hovering your mouse over the Collaborators column on the required case  

How do I remove collaborators from a case? 

• Navigate to the case you want to remove collaborators from 
• Click on the menu button to the right of the case 
• Click Update collaborators 
• Within Current collaborators information, click Remove on anyone you want to remove
• Click Update collaborators to save

• The collaborator will no longer have access to that case