Feature available on CASEpeer Advanced
How to grant Team or Office permissions to your team. Make sure to add the Office and Team names to your account first. Office and Team permissions can be mass assigned or added to an individual worker.
Add permissions to an individual worker
Navigate to the
Icon in the top right corner of your account and select Users.
Locate the user whose permissions you want to manage by using the search box or scrolling.
Click on the arrow at the end of the user row and select Office & Team Permissions.
A pop-up window will appear.
Select the Office and Teams the user should have access to.
Add permissions to multiple workers
Navigate to the
Icon in the top right corner of your account and select Users.
Select the users by checking the box next to each name.
Click the menu option at the top of the report and select Assign Office or Assign Team.
A pop-up window will appear showing the selected users and a dropdown menu with the firm's Offices or Teams.
Click Assign.
The selected workers will now have access to cases assigned to these Offices or Teams.