Managing members of a case

When you need to share a case with users who are in your agency, you can add users to cases from the results of a case search.

If you want to share a case with people in a partner agency, see Sharing a Case with an External Agency.

1. Search for the cases that you want to share.
2. For each case that you want to share, select the check box to the left of the case.
3. Above the search results, click Add Member.

   A dialog box appears.

4. In the Enter User box, start typing the name of the user you want to share with, wait for Evidence.com to show the list of matching users, click the user that you want, and then click Share.
5. In the confirmation dialog box, click OK.

View, Update, Add, and Remove Members

When you want to know who has access to a case, you can view lists of users and partner agencies with whom the case is shared.

Case members are the users who have access to the case, including the case owner. Additionally, partner agencies with whom a case is shared are also considered members.

1. On the View Case page, click View Members.

   Evidence.com shows a list of users in your agency who have access to the case. The case owner is listed first. Users with whom the case is shared are listed below the owner. If the case is shared with partner agencies, they are listed below the list of users.

   

    

2. Take any additional actions that you need. The following table provides information about the available actions.
   

   Action	Steps
   Add a user	Note: It is recommended that you add members to a case by following the steps in Sharing and Unsharing Evidence. Above the list of users, click Add Member. A user search page appears. Search for the user you want to add to the case. To the left of the user name, select the check box. Above the search results, click Add to Case. In the Length (In Days) to Share This Case box, type the number of days that the user should have access to the case, and then click OK. On confirmation message box, click Return to Case.
   Add a partner agency	Perform the steps in Sharing a Case with an External Agency. You cannot add a partner agency from the list of case members.
   Update a partner agency	Under Partners, find the agency whose status is “Out of Date”. To the right of the partner agency name, click Update. On the notification message box, click OK.  The status of the partner agency changes to “Awaiting Acceptance”. Evidence.com sends the partner agency an invitation to accept the additional evidence.
   View user information	Find the user in the list of case members. Click the user name.  The User Summary page appears.
   Remove a user from the case	Find the user in the list of case members. To the right of the user name, click  (remove member). On the confirmation message box, click Yes.  On the notification message box, click OK.