Access management gives you full control over who can access a case — especially when collaborating with external people.
Open access management
You can find access management as a submenu under the Collaboration group in the left sidebar. Click it to open the access panel on the right side.
View current access permissions
Access management shows you an overview of everyone who currently has access to the case:
Internal users — colleagues from your workspace
External users — people granted access through collaboration
Validity period — until when the access is valid
Add external users
You can add external users directly via the access panel. Use the autocomplete field “Add external users” to search for and select the person you want.
Manage access
You can adjust access at any time:
Limit access by time — set an expiration date for access
Restrict document access — choose between “All documents” and “Selected documents” to specify what the person can access
Assign documents by drag-and-drop — drag documents from the list directly into the access panel to share them with a person
Revoke access — remove a person’s access to the case
Delegated access
If access to a case has been delegated to you, the panel shows the note “Access delegated by: [Name]”. In this case, the access settings are read-only — you can view them but not change them.