How to Update a Case Participants Role

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

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.

The following dialog will appear.

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.

Click the Update Participant button and you are done.

2. Adding an additional role

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

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

Click the Update Participant button and you are done.

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.