Add and manage parties on a case

Parties are the people or organisations linked to a case. They also enable messaging and sharing.

Add a party

1. Open a case and go to the Parties tab
2. Select Add Party
3. Choose a Type:
   • Individual
   • Company
4. Enter the party details (name/company, email, phone, address)
5. Select Add Party

Edit a party

1. In the Parties tab, select Edit Party on the party card
2. Update details and save

Invite a party to the portal (share code)

If portal access is enabled for your plan and case type, you’ll see Get Share Code on a party card (requires the party to have an email address).

See: Invite a party to the case portal

Filter parties

Use the party filter dropdown to show:

• All parties
• Companies only
• Individuals only