How to grant access to a Case, Court case or Issue

Access for a Colleague and a Customer is granted to a specific record: a Case, a Court case or an Issue. Access can be granted by the account owner and their Employees.

How to grant access

1. Open the Case, Court case or Issue you need and go to the "Team" tab;
2. Click "Add user";
3. Choose the person (the list shows those who accepted the invitation to your account);
4. Choose a permission set or mark the permissions you need manually;
5. Click "Grant access".

The user receives a notification, and if they don't read it within 10 minutes — an email. The permissions can be changed or revoked in the list on the same tab.

Permission sets

• View only — sees the record itself, but creates and changes nothing;
• Participant — comments, files, child data and creating Issues (suitable for a Customer and for a Colleague who helps with the case);
• Co-executor — all permissions applicable to the record.

Individual permissions

• Write comments;
• Upload files (and delete them);
• Access to child resources — for a Case: see its Contracts, Court cases and Issues; for a Court case: see Issues, participations and Reasons. Without this permission only the object itself is visible;
• Create tasks and works;
• Edit Case / Court case data (for a Case and a Court case);
• Manage participations and Grounds (for a Court case);
• Enter the result (for a Court case).

For an Issue the following apply: comments, files, access to child resources (subtasks) and creating subtasks and Works.

What a Colleague and a Customer can never do

• complete and delete Cases and Court cases, change Contracts;
• create Contracts, Assignments, Requests and Notices in your Case;
• see AVRs, Notices of protection, Requests, Assignments, Customers, Reports, Statistics and Taxes;
• grant access to others.