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How Do I Make a Client's Case Private?
How Do I Make a Client's Case Private?

I don't want to share certain clients with other agencies, but would rather make visible only to my agency.

Kyle Minckler avatar
Written by Kyle Minckler
Updated over a week ago

  1. Open the [Add New Case] screen.

  2. Scroll to the bottom of the [Identification] tab.

  3. Click the "Visible To:" drop-down menu and select "My Agency" from the list of options (see screenshot here).

*NOTE* If you do not see the "Visible To:" drop-down menu you must contact your network administrator to activate the ability to make Cases private. Click the [Contact Admin] button in the top-right corner of the screen to send a message.

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