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How to Update a Case Participants Role

  • Updated

To update a Case Participant's role, head over to the Case Card, Participants-view, under the Participants section.

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Hover your mouse cursor over the Case Participant whose role you want to update, once the 'Pencil'-icon (the Edit button) appears, click on it.

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The following dialog will appear.

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There are two ways to update a Case Participant's role and they are as follows:

  1. Removing an existing role
  2. Adding an additional role

 

1. Removing an existing role

If you want to remove an existing role, click the 'X-icon.

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Click the Update Participant button and you are done.

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2. Adding an additional role

If you want to add an additional role, click the Select Role... field.

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Select role(s) from the drop-down dialog.

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Click the Update Participant button and you are done.

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Note:

1. Ensure that you are either a Case Manager, a Client Manager, a User with 'Assistant'-role, or a User with 'Administrator'-rights set up to be able to make changes.