Staff profiles identify your workforce; assignments connect those people with specific work.
Open the case and use the available case-team controls to choose its Case Manager and investigators. Assignment changes depend on Full Access, assignment permissions, eligible roles, and the case's current status. A person may exist in Staff but not qualify for a particular assignment role.
Create or edit the task or event and select the appropriate assignee. An activity assignee identifies who is responsible for that task or event. A case-team assignment alone does not mean every activity on that case is assigned to that person.
Limited Access users depend on the appropriate assignments or relationships. They can use My Cases for assigned work. Access groups and role permissions continue to protect updates, attachments, and financial information within an accessible case.
Check active status, access level, linked user, staff type, role eligibility, and vendor company relationship where relevant. Also check your own assignment permission and whether the case allows changes. Do not create another profile merely to make the person appear in a selector.