Granting A Case Rights

During the process of working a case, there may be situations where the case member needs to have the rights of a manager, such as when you need to delegate a case and act as the supervisor instead of managing the case. After you give full access to a case member, they can select their role as a regular case member or as case member with manager privileges and work on cases as if they were the manager.

Manager rights include the ability to track, edit, export and save cases, and place custodians on legal hold.