- To add Users to the Case, click the icon under ‘Who’.
- You can add a User in ‘Contacts’ by clicking on ‘+’ next to their name, and they will then appear in ‘People Added’.
When you have added the Users to the Case you can give them role ‘Do’ or ‘View’.
| Do Role | View Role |
| This means the activity is something for this user to DO. | This means the activity is only for the user to VIEW. |
Next Step: Adding a Case Owner