Managing case staff
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One way to add security to your case is to add staff members to your case. You can add staff when you are first creating a new case with New Case Wizard. Or you can add staff any time. Adding new staff also allows staff members to add a password for the case.
Your IT or litigation department may have established guidelines for case security. Your organization may choose to:
| • | Not add staff members |
| • | Add staff members, but do not have the staff members set a password |
| • | Add staff members, and then set a company-wide password for all cases |
| • | Add staff members, but then set a case-specific password |
| • | Add staff members, and then have staff members set unique passwords for each case |
| • | Add network folder level security and leave staff passwords as blank (recommended) |
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New cases are not protected by passwords until you or other users create them. Passwords automatically default to blank, so you would simply type a password and verify it, and then click OK to save it. If you forget your password, you need to call CaseMap Technical Support to have them reset it for you. |
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We recommend that you apply case security at the network folder level. This allows users to keep the default password set to blank, but ensures case security where the case is saved. |
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You cannot add, modify, or delete users for SQL cases in TextMap. Managing SQL case staff is done in the CaseMap Admin Console. |
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