Set up a System-wide Case Role
  1. Select Admin > Code Tables > System.

  2. Expand the Type drop-down > Select Case Role.

  3. Enter a description for the role in the field provided.

  4. Select Save.

  5. Select Admin > Entity Definition > Types.

  6. Find and select the type of case entity you want to add a system-wide case role definition to.

  7. Select Edit.

  8. Select the Security tab.

  9. Select the default security profile.

  10. In the Security access area, select the Case Team option.

  11. Double-click the case team you created or use the Select icon to associate it with this type of case file entity.

  12. To change the access rights from view to edit, toggle the icons beside the case roles.