📁 Case Oversight

As an admin, you can view, organize, and manage all active cases from your dashboard.

🔍 View Active Cases

Go to the Cases tab to see all open cases at a glance.
You can sort or filter by:

• Court type

• Case status

• Assigned users

• And more

👥 Assign Teams & Roles

Within each case, you can assign professionals to the right parties:

• Attorneys

• Caseworkers

• Peer mentors

• Guest users (e.g., CASA, DHS, service providers)

Each team member will only see the cases they’re assigned to.

🔐 Manage Case Access

Admins can control:

• Who can view or update a case

• What permissions each user has

• Case activity and progress in the Activity Feed

💡 Tip: Keeping teams correctly assigned helps ensure the right people have access to the right info — and nothing gets missed.

📹 For a complete overview of all Admin functions, check out our Getting Started video:

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