Adding a new user to a Privileged Case Folder will allow them to see the documents associated with the Workgroup in the Electronic Filing Cabinet on the Case File page.
To add privileged access for a new user, select Privilege Case EFC in the left-hand navigation.
Check the box next to the Privileged Case Folder you wish to edit then select Shared With in the ribbon bar.
In the pop-up window, select Advanced to go to the Advanced Permissions page.
Select Grant Permissions in the File Ribbon.
Begin typing the name of the individual to add to the Privileged Case Folder then select their user name in the text field below.
Select Show Options after the individual has been selected.
If the individual should be able to edit who has access to the case, select Full Control. If the individual should be able to see the case, but not choose who has access to the folder select Contribute.
When finished, select Share to confirm sharing of the Privileged Case Folder.
Note: The troubleshooting steps below are only for NextGen & Non-NCT Hosted Current Gen CaseWork Editions.
If you type the worker's name and no results show up, type the worker's full name. On your keyboard hold down CTRL+K. The red text below will show up.
Click on the worker's name and select the option that comes up.
When finished, select Share to confirm sharing of the Privileged Case Folder.