How do I invite new members?

Click on 'Manage Organization' to located next to your profile in the top right corner of the page. Then click on the 'Invite a Member' button and fill out the appropriate information for the members you wish to add (click here for recommended privilege levels based on their role). They will be then sent an email invitation from our team to join Casetabs so they can activate their account. Once they set up their account, they are up and ready to go and will have access to their cases.

Note: If a member shows up during the invitation process as 'Invite Expired' you can click into their profile to resend their Casetabs invitation.
Creation date: 2/7/2017 2:59 PM ()      Updated: 2/7/2017 3:10 PM ()