---
title: How do I add collaborators to my case?
description: This guide will walk you through how to add colleagues to your case so you can collaborate and work together
---

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# 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

👩‍🏫 **Company admin:** You can add a collaborator to any case and can be added to any case as a collaborator 

💼 **Case owner**: You can add a collaborator to any case you own and can be added to any case as a collaborator 

⭐ **Delegate permission status:** You cannot add collaborators to cases but can be added to any case as a collaborator 

💁 Please see [this guide](https://knowledge.exizent.com/permission-levels?hsLang=en) for more information on permission statuses 

### 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)

![](https://knowledge.exizent.com/hs-fs/hubfs/image-png-Apr-19-2024-12-44-23-3125-PM.png?width=400&height=281&name=image-png-Apr-19-2024-12-44-23-3125-PM.png)

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

![](https://knowledge.exizent.com/hs-fs/hubfs/image-png-Apr-19-2024-12-45-59-7993-PM.png?width=450&height=322&name=image-png-Apr-19-2024-12-45-59-7993-PM.png)

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

![](https://knowledge.exizent.com/hs-fs/hubfs/image-png-Apr-19-2024-12-41-48-7422-PM.png?width=688&height=320&name=image-png-Apr-19-2024-12-41-48-7422-PM.png)

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

![](https://knowledge.exizent.com/hs-fs/hubfs/image-png-Apr-19-2024-12-50-25-0360-PM.png?width=688&height=410&name=image-png-Apr-19-2024-12-50-25-0360-PM.png)

- 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

![](https://knowledge.exizent.com/hs-fs/hubfs/image-png-Apr-19-2024-01-15-41-6933-PM.png?width=688&height=226&name=image-png-Apr-19-2024-01-15-41-6933-PM.png)

### 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

![](https://knowledge.exizent.com/hs-fs/hubfs/image-png-Apr-19-2024-01-05-40-9007-PM.png?width=688&height=354&name=image-png-Apr-19-2024-01-05-40-9007-PM.png)

- The collaborator will no longer have access to that case

👩‍🏫 Company admins can remove collaborators from any case 

💼 Case owners can remove collaborators from any case they own

⭐ Delegates cannot remove collaborators from cases 

👷 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 

🖥️ **Chat to us** through the knowledge base - click the chat icon in the bottom right corner of this page

☎️ **Call us** on **020 8152 2902**

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