You can extend or restrict a user's access to a case on the case’s Manage Team page. To navigate to the Manage Team page, click the Options button () on a case's page, select the "Access to Case" option, then click “Manage Team”.

The Manage Team page contains three tabs: (1) Investigative Team, where you can assign responsibility over the case to multiple users, (2) Denied Access, where you can block users from accessing a case, and (3) Access Requests, where you can approve or deny a request to join the case's investigative team.

Assign the Investigative Team

You can assign a team of multiple Case IQ users to take responsibility of a case by adding users to the case’s investigative team on a case's page.

Use the following steps to manage a case’s investigative team:

1. On the Manage Team page, make sure you are on the Investigative Team tab, which will be loaded by default. 
2. Type in a user’s name in the “Search users and emails…” search box and the system will search for existing user accounts. 
3. Click a name in the dropdown to populate the text box. Then click the Add to Team button to finalize adding the user to the case investigative team. You may add multiple users to the team using these steps.

To remove a team member, click the checkbox beside the user’s name. Then, click the Remove button in the grid header. 

Manage the Denied Access List

Adding a user to a case’s Denied Access List prevents the user from reading details of the case on a Case’s page, seeing the case in any grid (such as the Cases Grid page), finding the case in search results, and reporting on the case. The Denied Access List overrides default permissions, providing another level of security in the system. An individual will not be notified if they are added to a case’s Denied Access List. Generally, the Denied Access List is used to restrict users involved or concerned with the case from accessing the case in Case IQ. 

To add a user to the Denied Access List:

1. On the Manage Team page, click the "Denied Access" tab.
2. In the “Search users and emails…” search box, type in a user’s name and the system will search for existing user accounts. 
3. Click a name in the dropdown to populate the text box. Then click the Add to Denied Access List button to block the user from the case. You may add multiple users to the Denied Access List using these steps.

Remove a user from the Denied Access List by clicking the checkbox beside the user’s name. Then, click the Remove button in the grid header.

Approve or Deny Access Requests

You may receive requests to join your case's investigative team. Generally, a colleague will request access if the system has suggested a link between a case they are working on and your case. If you are the case owner, you will receive a notification letting you know someone has requested access to the case, which will provide a direct link to the Access Requests tab.

To approve or deny an access request:

1. On the Manage Team page, click the "Access Requests" tab.
   1. If you received a notification about the request, you can click the link in the notification to navigate directly to the Access Requests tab.
2. In the Access Requests grid, you will see any requests to join your case's investigative team. Your colleague may have provided some context for their request in the "Reason for Request" field.
   1. To approve their request, click the Checkmark button for the row. Your colleague will now be on your case's investigative team.
   2. To deny their request, click the X button for the row. Your colleague will not be added to the investigative team, and they will have the same access to the case as they did before they sent the request. Denying an access request will not add the person to the Denied Access List.