- To add Users to the Case, click the icon under ‘Who’.
- You can add a User in ‘Contacts’ by clicking on ‘+’ next to their name, and they will then appear in ‘People Added’.
When you have added the Users to the Case you can give them role ‘Do’ or ‘View’.
Do Role | View Role |
This means the activity is something for this user to DO. | This means the activity is only for the user to VIEW. |
Next Step: Adding a Case Owner