Adding a System-wide Default Case Role

You might want to make a case role available for users to select when they assign a user to a case role in a type of case.

This will make sure the role is consistently named across all cases.

To do this, you'll need to add the case role and the type of case entity to the case role system code table.

If a user wants to add a case role to their case and the case role hasn't been set up as a system-wide case role, they can add an ad hoc case role to their case. See Adding an Ad hoc Case Role to a Case in the user guide.