This feature is commonly used by team members who share work on certain cases.
For example, this feature can be utilised if you as a solicitor would like your assistant to also be assigned to your cases so they can process or manage the information through a separate account. Any staff who are assigned to a case will be able to view it on their homepage.
Please note that to assign other users, you need to be either a Team Admin, Office Admin or Platform Admin.
(Agents do not have access to this feature.)
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This feature is especially helpful if you as a Real Estate Agent or Solicitor meet clients regularly and you have someone in the office managing the platform for you. The office admin can create a draft case on your behalf, and assign you to the case. This means that when you are out meeting a client, you can click into the draft case created, and verify your clients instantly, saving valuable time.
Step 1: Navigate to your case
From the home screen, select the case you wish to add a team member to.
Step 2: Assign
Once you are in the case, click on "Assign" at the top right corner, and select one of the options from the drop down menu.