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.
(If you are an Agent you will not have access to this feature.)
TABLE OF CONTENTS
Step 1: Navigate to your case
From the home screen, click on the case you wish to add a team member.
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.