Create a case team for an investigative case

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • As an investigator, you can add existing users within your investigative organization to the case and assign them a responsibility. Responsibilities determine a users relationship to the case, at the case level.

    Antes de Iniciar

    Nota:
    Creating case teams and assigning responsibilities is distinct from creating user groups and assigning roles. Case teams are created at the case level only, and do not affect roles or groups at the user level. For more information on roles, case teams, and responsibilities, see Assign user personas, roles, groups, and responsibilities in Investigative Case Management.

    Role required: Investigator, admin

    Procedimento

    1. Navigate to the CSM Configurable Workspace and select My active cases.
      Alternatively, you can select a case using the CSM Configurable Workspace Lists menu by selecting Lists > Investigative Cases > All and selecting the case.
    2. Select the case you wish to create a case team for.
    3. Select the Team tab.
    4. Select Add Team Member.
    5. Select the User from the dropdown.
      If you do not see the desired User's name, have an admin verify that a user record has been created for them on the organization level. For more info on assigning users, see Assign user personas, roles, groups, and responsibilities in Investigative Case Management.
    6. Select their case-level responsibility from the Investigation role dropdown.
      Multiple team members can have the same responsibility, but only one team member with the Case Agent responsibility can be created.
    7. Select Save.
    8. Repeat these steps as needed until you have added all your desired team members to the case.