Sharing a Case
Blink users can share selected cases with other both Blink Users or Users who do not have a Blink Account.
Select the Case to Share
Click the icon in the top-right corner of the selected case.
Select or Enter User Emails
In the popup, select the email address(es) of the user(s) in your tenant, you want to share the selected case with. To share the case with external users, enter their email address(es) and press enter.
Assign User Permissions
Proceed by assigning the user Viewer
, Editor
permissions or Editor + Close
, permissions then click “Send.”
Note
-
If a user is invited to a case with the
Viewer
permissions, but their general user role grants more permissive permissions, such as an Owner with full access to case management, they will still be able to edit the case, despite being initially invited with Viewer permissions. -
If a user is invited to a case with
Editor
permissions, they can modify the case but cannot close or delete it. -
If a user is invited to a case with
Editor + Close
permissions, they can edit and close the case, but still cannot delete it.
For more details on Case Management permissions, see the Case Management Permissions section of the documentation.
Invite Sent for Case Review
An invite will be sent to the selected people’s email address, inviting them to review the Case.