Invite a Team Member
In Case Manager, you can open a case and invite team members to join your case on the Team Members tab.
To invite a team member to a case:
Open Case Manager.
Double-click on a case to open it.
Select the Team Members tab.
Click the Invite Team Member button.
Select the subscription user's name from the Subscription User drop down. In order to add a team member to a case, they must be a user that is subscribed to your TrialDirector 360 license.
Click Save & Close.
The Team Members table appears.
The Invite Team Member dialog appears.
The dialog closes, and an invitation email is sent to the invitee.
Last Revision: 1/14/2022