Invite a Team Member
In Case Manager, you can open a case and invite team members to join your case on the Team Members tab.
To invite a team member to a case:
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Open Case Manager.
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Double-click on a case to open it.
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Select the Team Members tab.
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Click the Invite Team Member button.
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Select the subscription user's name from the Subscription User drop down. In order to add a team member to a case, they must be a user that is subscribed to your TRIAL DIRECTOR license.
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Click Save & Close.
The Team Members table appears.
The Invite Team Member dialog appears.
The dialog closes, and an invitation email is sent to the invitee.
Related Topics
Version: 2023.8.12
Last Revision: 11/8/2023