Only the Case manager can form a case team.
Also, by default, the rights to manage the team of any case, delegated to the Coordinator.
You can form or change a case team at any stage of an investigation.
How to add team members:
- Go to the Involved section of the side navigation menu.
- Navigate to the case attributes area.
- Locate the case Team Members section and click the small plus sign to add a user.
In the new window, you can select a user from the drop-down list or search for a user using the contextual search. You can also select multiple users at once.
Only system users can be added.
Click the "Save" button to commit your selection.
If you want to add a person who is not a user of the system and is not in the drop-down lists, you can enter their name in the user input field to add them as a new user. You must enter the last name first, then the first name.
For example: Petrov Ivan.
After that, he will appear on the list of the case team. However, he will not be able to log in until the Administrator in the Employees section activates access.
After adding a user to the team:
The user receives an email about the new case and their participation in it;
The case team member receives access rights to the case;
All case team members appear in the Team section.
To delete a team member:
Go to the user card
Move the cursor to the upper right corner and click the "Delete" icon.