View and manage who has access to a case. From the Case Members page you can see current members, their access levels, and add or remove members.
To add a new member to a case, see How to add a member to a case.
Step 1: Open the case
From the My Cases page, click on the case you want to manage.
Step 2: Click Case Members
In the left sidebar, click Case Members.
Step 3: View and manage members
The Members page shows all users who currently have access to the case. For each member you can see:
Access Level — Owner, Admin, Editor, or Viewer
Status — whether the member is active
Actions — click Remove to revoke a member's access to the case
Click + Add member to add a new member to the case.