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How Do I Add a User to Review?

* This functionality is available for Advanced users only. If you are unable to add a user, contact an Advanced user on your team.

On the top of any page, go to USERS > Add New. Type the Email of the new user you want to add into the field. 

add_new_user.gif

Pick the desired Access Level from the drop down menu.

Click "Add with Invite".

If you'd like to add users now but want to invite them to the case at a later date, click "Set up now, invite later". Your users will be in the Pending tab. When you're ready to invite them, check the box next to their names and send them the invites.

  

Return to Review Workflow

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