By default, if you open a case in CaseFleet, you are automatically designated as an assigned user to that case. As an assigned user, your name is linked to that case, meaning any time you filter a list by user, the case will appear as one of your cases. For example, you can filter your case list by user to view only the cases where you are an assigned user.
When setting up a case that involves other users, it's important to include each team member as an assigned user. Not only will this ensure the case appears on filtered lists for those users; adding the assigned users will unlock collaborative functions within the following features:
To assign users to a case:
- Visit the case homepage, then click on the + button in the upper right-hand corner.
- Next click the "Add more users" button, then the + button next to the name of each user you wish to add to your case.
- Once you've added the user(s), "x" out of the modal to return to your case homepage.
Once you've added your team members as assigned users, you'll be able to keep abreast of tasks for the group (via the task feature) and communicate with each other regarding case analysis (via fact comments) without email, phone calls, or tracking each other down in the office.
NOTE: Limited Users and Free Guest Users in CaseFleet must be added as assigned users to their applicable cases in order for them to see and access these cases in their accounts.