Add a team member to a case. You can add existing organization members individually, add an entire team, or invite someone new.
Step 1: Click + Add member
Open the case. From the Case Members page, click + Add member in the top right corner.
Step 2: Open the member picker
The Case Access modal opens showing current team members. Click + Add team member to search for members or teams to add.
Step 3: Select members or teams
Use the Add Existing tab to search for and select organization members or teams. Check the box next to a team to add all its members, or select individual members.
Use the Add as dropdown to choose the access level (Admin, Editor, or Viewer).
Click Add to add the selected members.
Step 4: Set access level and save
After adding members, you can adjust each member's access level using the role dropdown:
Admin — Full access to case data and settings
Editor — Can view and comment on data
Viewer — Can only view case data
Click Done to save your changes.
Confirm members added
The new members now appear on the Case Members page with their assigned access levels.