Video:
Step-By-Step Instructions:
For your security, you can invite only the users you've designated as trusted contacts to your case teams. Follow these instructions to make someone a trusted contact: https://suprabook.freshdesk.com/en/support/solutions/articles/48000976379-adding-trusted-contacts
Case team members can access all published binders in the case. Admins can invite others to the case team, appoint other admins, delete the case, delete and add binders, delete and add files to binders, and change the order of files in binders.
To invite someone to a case team:
1) From the Dashboard, click on the three-dot menu next to a case name.
And then click "Sharing."
Or in Case View, click the "Share" button or the three-dot menu to the top right of the screen
2) Select the contacts you want to invite and decide who will have admin capabilities, and then click "Update."
3) Your contacts will receive an invitation to join your case team. When they accept the invitation, their acceptance will be reflected under your notifications.
4) Make sure to publish the binders you want team members to access. Team members can access all published binders, but only you can access your non-published binders.
