Summary 

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.)

TABLE OF CONTENTS

• Summary
• Detailed Description 
  • Step 1: Navigate to your case
  • Step 2: Assign

Detailed Description 

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.