Changing access policies for cases

After a case has been created in the system, you can modify which users and groups have access to the case, and which permission levels they have.

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What you should know

You can only change the access policy of a case if you have the Manage permission level on that case.

To change the access policy of a case:

  1. Open an existing case.
  2. From the drop-down list next to a user or group in the Permissions section, grant them either the View only, View and download, Edit, or Manage permission level on the case.

  3. To remove a user or group from the case, click X next to their name.
  4. Click Save.