--- title: Why am I unable to create a case? description: This article provides you with possible reasons you may be experiencing issues when trying to create a case. --- [Skip to content](https://knowledge.exizent.com/why-am-i-unable-to-create-a-case#main-content) ![Exizent\_logo\_non-fixed\_White\_Large.png\]](https://knowledge.exizent.com/hs-fs/hubfs/Exizent_logo_non-fixed_White_Large.png?height=45&name=Exizent_logo_non-fixed_White_Large.png) Open main navigation Close main navigation Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [Knowledge Base](https://knowledge.exizent.com/?hsLang=en) 2. [Creating and Managing a Case](https://knowledge.exizent.com/creating-and-managing-a-case?hsLang=en) 3. [Creating a Case](https://knowledge.exizent.com/creating-and-managing-a-case?hsLang=en#creating-a-case) # Why am I unable to create a case? ## This article provides you with possible reasons you may be experiencing issues when trying to create a case. - When you first log in to Exizent you will come to **Your overview** - To create a case, click on the **Create Case** button on the right hand side - If you are unable to select the **Create Case** button, it's most likely you have been assigned delegate permissions. Delegate users are unable to create cases. [What are the different permission levels?](https://knowledge.exizent.com/permission-levels?hsLang=en) ![20220201 Unable to create case](https://knowledge.exizent.com/hs-fs/hubfs/20220201%20Unable%20to%20create%20case.png?width=688&name=20220201%20Unable%20to%20create%20case.png) To check which permission level you have: - Click on the menu icon at the top right of the screen - Click **Team overview** ![](https://knowledge.exizent.com/hs-fs/hubfs/image-png-Oct-04-2024-10-13-41-9883-AM.png?width=606&height=411&name=image-png-Oct-04-2024-10-13-41-9883-AM.png) - Within the overview you can look for your username or use the search bar function to search. You will see your permission level in the **User type** field ![](https://knowledge.exizent.com/hs-fs/hubfs/image-png-Jan-07-2025-02-15-45-5518-PM.png?width=2086&height=573&name=image-png-Jan-07-2025-02-15-45-5518-PM.png) - If you are a delegate this means you are unable to create cases. In order to change permission levels, a user with company admin permission levels will need to change these for you. Check the **Team overview** page to identify the user(s) with **Company Admin** access and ask them to update. They can follow this useful guide [here](https://knowledge.exizent.com/change-permissions-role?hsLang=en) to give you the access you need If you are a case owner or company admin then you should be able to create a case. Exizent works best using either Microsoft Edge or Google Chrome. If you are using a different web browser, please switch to either Edge or Chrome and try again. [What browser am I using?](https://www.whatsmybrowser.org/) If you try the above and are still experiencing issues, please [contact us](https://www.exizent.com/support) and we'll be happy to help.  👷 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** ✉️ **Email us** on support@legal.exizent.com - [Getting Started](https://knowledge.exizent.com/getting-started?hsLang=en#main-content) - [Getting Started](https://knowledge.exizent.com/getting-started?hsLang=en#getting-started) - [Troubleshooting setup issues](https://knowledge.exizent.com/getting-started?hsLang=en#troubleshooting-setup-issues) - [Multifactor Authentication (MFA)](https://knowledge.exizent.com/getting-started?hsLang=en#multifactor-authentication-mfa) - [Invoicing](https://knowledge.exizent.com/getting-started?hsLang=en#invoicing) - [Adding people related to your case](https://knowledge.exizent.com/adding-people-related-to-your-case?hsLang=en) - [Assets & Liabilities](https://knowledge.exizent.com/assets-liabilities?hsLang=en) - [Correspondence](https://knowledge.exizent.com/correspondence?hsLang=en) - [Creating and Managing a Case](https://knowledge.exizent.com/creating-and-managing-a-case?hsLang=en#main-content) - [Creating a Case](https://knowledge.exizent.com/creating-and-managing-a-case?hsLang=en#creating-a-case) - [Managing your case](https://knowledge.exizent.com/creating-and-managing-a-case?hsLang=en#managing-your-case) - [Managing the people who can work on your case](https://knowledge.exizent.com/creating-and-managing-a-case?hsLang=en#managing-the-people-who-can-work-on-your-case) - [Estate Accounts](https://knowledge.exizent.com/estate-accounts?hsLang=en#main-content) - [Estate accounts output](https://knowledge.exizent.com/estate-accounts?hsLang=en#estate-accounts-output) - [Income](https://knowledge.exizent.com/estate-accounts?hsLang=en#income) - [Expenses](https://knowledge.exizent.com/estate-accounts?hsLang=en#expenses) - [Distributions](https://knowledge.exizent.com/estate-accounts?hsLang=en#distributions) - [Estate accounts tabs](https://knowledge.exizent.com/estate-accounts?hsLang=en#estate-accounts-tabs) - [Forms](https://knowledge.exizent.com/forms?hsLang=en#main-content) - [Inheritance Tax Forms](https://knowledge.exizent.com/forms?hsLang=en#inheritance-tax-forms) - [Court Forms](https://knowledge.exizent.com/forms?hsLang=en#court-forms) - [Managing Forms](https://knowledge.exizent.com/forms?hsLang=en#managing-forms) - [Integrations](https://knowledge.exizent.com/integrations?hsLang=en#main-content) - [Actionstep](https://knowledge.exizent.com/integrations?hsLang=en#actionstep) - [Clio](https://knowledge.exizent.com/integrations?hsLang=en#clio) - [LawWare](https://knowledge.exizent.com/integrations?hsLang=en#lawware) - [P4W](https://knowledge.exizent.com/integrations?hsLang=en#p4w) - [Smokeball](https://knowledge.exizent.com/integrations?hsLang=en#smokeball) - [Other systems](https://knowledge.exizent.com/integrations?hsLang=en#other-systems) - [User Management](https://knowledge.exizent.com/user-management?hsLang=en#main-content) - [Account Settings & Access](https://knowledge.exizent.com/user-management?hsLang=en#account-settings-access) - [Valuation tools](https://knowledge.exizent.com/valuation-tools?hsLang=en) [![Chill listening crop-3](https://knowledge.exizent.com/hs-fs/hubfs/Website%20Assets/Exizent_logo_non-fixed_Black_Large.png?width=108&height=24&name=Exizent_logo_non-fixed_Black_Large.png "Chill listening crop-3")](http://exizent.com) Exizent Knowledge Base Copyright © 2026, Exizent Ltd