Embedded Files
Location: Account->Manage Cases
This is an administrative function and only available to Account Admin Users.
Adding a New Case to an Account
1. Navigate to the Account tab and select Manage Cases.
2. Click on the account name to view the cases associated with that account (all accounts for which you are an Account Administrator appear on the left side of the screen).
3. Click the white + icon located in the upper right corner (hovering over the icon will display the "Create New Case in Account" text).
4. Enter the desired Case Details on the page presented.
5. Before clicking "Save" select the Manage User Access tab at the top of the Create New Case page and check the boxes for the users you would like to assign to the new case (see the section below for additional information).
6. Once the users have been added, click Save to create the case with the appropriate users assigned.
Adding or Removing User Access to a Case
1. If you have access to more than one account, select the appropriate account on the left side of the screen.
2. Click on the Case Name of the desired case to open the Edit Case window.
3. All users for the current account are listed in the "Manage User Access" tab.
4. To grant case access to a user, click to mark the checkbox next to the desired username. To remove case access, uncheck the checkbox next to the desired username.
5. Click Save to save any changes and exit the Edit Case screen. Click Cancel to go back to the previous screen without making any changes.
Edit Case Screen
Deleting Cases
1. If you have access to more than one account, select the appropriate account on the left side of the screen.
2. Hover over the row containing the case you wish to delete to display the X.
3. Click the X, and the Delete Case confirmation window will appear.
4. Click OK to permanently delete the case, or click Cancel to exit without deleting the case.
**See Case Deletion for additional information regarding best practices.
Deleting a Case from the Manage Cases Page
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