First you need to have a case created. If you need help with how to create your case check out this guide.
Once your case has been created, you then need to enter Caseview by clicking on the case name in the main navigation, as seen in the screen shot below.
Step 2. Adding users to your Teams
You will then be presented with two options for the type of user to add, these are:
New Party User: For a person that has not accessed your platform previously (most common);
Existing User: For a person that has previously access your platform. If you are unsure if a person has previously accessed your platform you can start with the New Party user type and you will be notified if there is an existing user account, in which case you will switch to adding an existing user.
If you have followed the steps, you will have added a number of participants and securely onboarded them to your case.
“There is no limit to the number of Teams you can create and also no limit on the number of users you can onboard under each Team.”
If you don’t already have your own MODRON Spaces account, sign up for a free trial and see how easy it is to setup your own Spaces, your way.