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People on a case

You can put a teammate or an outside client on one case. A teammate works the case in the dashboard. A client sees it in the portal, with only the files and details you allow, and fills the forms you pick.

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Updated 2 min read

People on a case show as avatars at its top. A client's has a dashed outline. Hover to see who.

Case INV-0412 with two avatars at the top right, Jordan Park and Riley Chen. Riley's panel is open: name, email, a Client badge, then Edit visibility, Manage forms and Remove from case.
Fig. 01Click a person to change what they see, manage their forms, or take them off the case.

Add or remove someone

Opens on Pro. The owner and workspace admins do it.

  1. Click Case actions, the ⋯ at the case's top right.
  2. Choose Add teammate or Add client.
  3. Type their email.
  4. For a client, tick forms under Forms to fill (optional).
  5. Click Assign for a teammate, or Add and invite for a client.
The Add client form: Client is picked, an email address is typed, Expose files is ticked, and Vendor details is ticked under Forms to fill. The buttons are Cancel and Add and invite.
Fig. 02Adding a client, with one form to fill.
  • They get an email with View case and the forms. The activity records it.
  • A teammate must already be on the workspace's team (Teammates & access).
  • Expose files shows a client the case's files. On by default; to change it, remove and re-add them.
  • Avatar, then Remove from case, drops them at once. Removing a teammate from the workspace drops them from all its cases.

What they see

A teammate: their workspace settings. A client: the workspace's Clients settings, and nothing until set (The client portal).

Fig. 03Edit visibility narrows or widens what one person sees on one case. Everyone else follows the workspace's settings.
  • One person, this case: avatar, Edit visibility, tick, Save.
  • A client's list opens on what they see now. Match the Clients settings again and they follow those here again.
  • A teammate limited to assigned cases gets this case as soon as you add them.

Forms for a client

A form is any template with a Form field, a question. Avatar, then Manage forms, changes them later. Each tick saves at once and sends no email.

Fig. 04A form you assign opens in the portal. Its answers land on the case.
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