Adding Team Guest(s) to Case
Learn how to add team guest(s) to cases in BCM.
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User Permissions
User must have both Manage Cases and Manage Teams permissions to complete the following steps.
Click here for more information on how to manage a user’s permissions.
- Log into Case Manager.
- Select Cases tab.
- Select My Cases or All Cases.
- Next to desired case, click the three-dot Vertical Ellipsis and select View.
- Next to the case number, click the three-dot Vertical Ellipsis and select Edit User Access.
- Click Add Teams(s) and select team.
- Set team permissions to Read/Write or Read Only.
- Click Close.
Individual Guests
To add an individual guest, follow the steps above, but in step 6, click the 'Add Case Guests' button instead.