Frequently Asked Questions

How do I change the access to a case?



Task: You want to change the type of access that a person has to the information on a particular case on the CaseLines website. 

Note: Each person that can access a case on the CaseLines website has a set of permissions.  These permissions determine the actions that the person can take within a case.  For example, one of the permissions determines if a person can view documents in the case.  Another permission allows a person to add documents to a case. Permissions can be changed (if you have permission to change access permissions).  This note tells you how. 

Action: 

  1. Access the CaseLines website with your user name and password.
  2. Click on ‘Case List’ (near the top left of the window).
  3. Find the right case and click on ‘Go To Case’.
  4. Click on ‘People’ (In the list of options at the top of the white area on the right hand side).
  5. Choose the person for whom you want to change permissions and click on ‘Update Case Access’.
  6. Tick or un-tick the permissions. Hover your mouse over the green question marks to see a description of each item.
  7. Click on ‘Save’.