This article explains how to add and manage team members in a case. It covers how to invite new members, view pending invitations, and adjust access levels. It also outlines the differences between Admin, Commenter, and Viewer permissions.
Active Members
The Active Members tab shows all users who currently have access to the case, their email addresses, and assigned access level.
From this tab you can:
Review current members and their roles
See who owns the case
Change permissions if you are an Admin
Invites
The Invites tab shows all pending invitations. Any user who has been invited but has not yet accepted will appear here until they join the case.
How to add a member to a case
Step 1: Log in
Go to usehearsay.com/login and log in to your account.
Step 2: Open the case
From your dashboard, click the case name to open it and view the shared data.
Step 3: Open Case Members
Click Case Members in the left panel.
Step 4: Click Invite Team Member
Click the Invite Team Member button.
Step 5: Invite member(s)
In Invite Members, search for an existing user or enter a new email address.
Step 6: Set the access level
Select Admin, Commenter, or Viewer from the dropdown.
Step 7: Send the invite
Click Invite.
Step 8: Confirm invite status
Check the Case Members tab to verify the status of the invite.
Existing users appear immediately under Active Members.
New users appear under Invites until they accept.
Access Levels
Admin: Can comment, export data, and invite other members.
Commenter: Can comment but cannot export or invite others.
Viewer: Read-only access with no ability to export.
Next Steps