Password protect a case so that only assigned staff and those with the password can access the case.
NOTE: This can only be done by firm administrators and those with the User Can Manage Case Password Protection permission.
Navigate to the case you want to password-protect.
Click the dark green dropdown at the top right of the case
Select Password Protect Case.
Enter in the password.
Click Save.
This will create an autonote on the case.
The case will now be password protected. Those not assigned on the case will need to enter a password to access the case.
Once a password is entered, it will not need to be re-entered for 24 hours, regardless of browser or computer used.
A lock icon will show next to password-protected cases in search results.
Each time the case is accessed by password, an autonote will be created.