People Access Inheritance

Overview

When you add a user assignee to a case, they often need access to the people connected to that case to do their work effectively.

Casebook makes this process simple and secure — Casebook automatically checks whether the new assignee can view those people and prompts you to grant access instantly, without requiring admin help.

This keeps work moving quickly while protecting sensitive information and respecting role-based permissions.

🌟 Why This Matters

Casebook’s access logic helps your team work efficiently while maintaining strict privacy controls.

With this feature, your team can:

✅ Work faster – New assignees can immediately view the people connected to their cases and take action right away.
🔒 Stay secure – Access is never granted automatically; you stay in control.
⚙️ Reduce manual work – No more waiting for admins to adjust permissions.
🧭 Avoid confusion – Ensures assignees see only the people they should.

⚙️ How It Works

When you add a new assignee to a case, Casebook checks whether they already have permission to view all people linked to that case.

If they don’t, you’ll see a “Grant people access?” message:

To complete the process:

Add the new assignee to your case.
If the person doesn’t already have access, the prompt will appear automatically.
Choose "Grant access" to give all current assignees visibility to people on the case.
Choose "Don’t grant access" to maintain limited visibility.
Once you make your choice, Casebook updates permissions instantly; no extra setup needed.

👀 When You’ll See the Prompt

The Grant People Access modal appears only when all of these conditions are met:

A new assignee is added to a case.
The new assignee’s role uses “People: View = Limited Access.”
The assignee doesn’t already have access to all people linked to the case.
The user making the assignment has edit permissions on the case.

If any of these aren’t true, the prompt won’t appear, and no changes will be made.

🔐 Who Can Grant Access

Only users with edit permissions on the case can grant access to people.
This ensures data sharing stays consistent with your organization’s permission policies.

🧭 Troubleshooting

If you expected the prompt but didn’t see it, check these first:

✅ Confirm your user role includes edit access to people on the case.
✅ Verify the new assignee’s role is set to “People: View = Limited Access.”
✅ Check if the assignee already has access — in that case, the modal won’t appear.

If none of these apply and the prompt still doesn’t appear, please contact Casebook Support.

🧩 For Admins & Team Leads

Use this feature to help your organization maintain data privacy while keeping teams efficient.

Use Teams: Set up Teams in the Admin Panel so new staff automatically inherit the correct access.
Review Role Configurations: Ensure “People: View = Limited Access” is used where appropriate.
Audit Periodically: Review the Access tab in cases to confirm your settings remain accurate.

Combining this feature with Teams and Granular Permissions for Engage gives you a consistent and compliant approach to access management.

❓ Frequently Asked Questions

Q: Does this feature automatically grant access?
A: Not without your confirmation. You’ll always be prompted before access is added.

Q: Will this affect my existing cases?
A: No. The feature only applies when adding new assignees moving forward.

Q: Who can see the prompt?
A: Users with edit permissions on the case will see the prompt and can take action.

Learn More

📘 Manage Access With Teams →
📘 Getting Started with Granular Permissions: Setup Guide for Admins →