Add Supervisor on Cases by Case Type

Modified on Thu, 19 Dec, 2024 at 11:20 AM

To make someone supervisor on cases that means they automatically get access to the matters.

Follow these steps to make a user supervisor on a certain case type:

1. Go to Cases > Existing Cases

2. Click on add filter

2. Select case type (Execution for example) or Department.

3. Search

4. After case type selection, click on Select all > Insert > Add Supervisor

5. Choose the name of user you want to add as supervisor.