Assigning Case Managers and Investigators

Case team assignments identify the people responsible for the case. They also contribute to case visibility for users whose access depends on assignment.

Manage the case team

  1. Open the case and locate its team controls.
  2. Review Case Manager 1 (Primary), Case Manager 2 (Secondary), and Investigators.
  3. Use the available manager selectors or add-investigator control to choose an eligible user.
  4. Complete the action and confirm the person appears in the team.
  5. Use the relevant removal control when an assignment should end, then verify the remaining team.

Who can make assignments?

Assignment changes require Full Access and Assign/Unassign Case Users. Users offered in the selectors must satisfy role eligibility and active-access requirements. A missing person may be inactive, ineligible, already assigned, or outside the available scope.

Case assignments and activity assignments

Assigning someone to the case is separate from assigning a specific task or event. Check the assignee on each activity when distributing work.

Before removing someone

Review their outstanding tasks and events and arrange reassignment where needed. Removing a case assignment can affect their ability to access the case.