Share a Case

Share a case so teammates or stakeholders can view documents, reports, and contact details — with the access level you choose.

Share with a user or group

1. Open the Cases list.
2. Click the three-dot menu (⋮) next to the case name.

3. Select Share.

   

4. Choose who to share with:

   • User — one person
   • Group — a whole team or group

   

5. If you chose User, enter their email address. You can add more people one at a time.

   

6. Confirm the share. Invited people appear under Who has access to this case?

You can also start sharing from the Share button in the left panel when a case is open.

Set access permissions

Control what each person or group can do.

1. In Who has access to this case?, click the gear icon next to a person or group.

   

2. For Documents, Reports, and Contact, choose:

   • Read — view only
   • Write — view and edit
   • None — no access

3. Click Update to save.

   

Example

You might let a reviewer Read Documents but set Contact to None.

Accept a shared case

If someone shares a case with you:

1. Check your email invitation and/or in-app notification.
2. Accept the invitation.
3. Open Cases — the shared case will appear in your list.

Remove sharing

• If you shared the case: open the share dialog, find the person or group under Who has access to this case?, and click the Remove Access (trash) icon next to their name.

• If a case was shared with you: open the case and click Disconnect, then confirm.

  

Next steps

• Find and open a case
• Manage groups — share with a whole team at once
• Manage organizations