Add Cases Service Administrator

Add Cases Service Administrator

Assign any administrator role users as cases service administrators to oversee and manage the cases service. A Case Administrator will be able to access the settings and data of cases. Additionally, Case Administrators can assign another other administrator role users as cases administrator.

To add admin role users as cases administrators:
  1. From home page, go to Settings > View all > Cases > Permissions tab.


  2. Click Add Cases Administrator.
    Add case administrator pop up window appears.
  3. Select the dropdown, scroll and select any of the listed admin as Cases service administrator.
    You can also use search function to select an admin.
  4. Click Save.
    The selected admin will be added as Cases service administrator.
To remove a Cases Admin, hover over the admin, click the Delete icon and click Confirm.
The case administrator will be removed. They will no longer have access to manage the cases service.

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