Prevent a User from Accessing a Case

You can blacklist a user to prevent them from accessing a case.

If a user has been blacklisted, they won't be able to open the case or see the case in a search result.

If they try to access the case from the Favourites or Recent areas, they'll see a message that says:

Your access to this entity has been removed.

 

You can't blacklist a Case Officer.

 

To blacklist a user:

  1. Open the case you want to prevent the user from accessing.

  2. Select the Access tab.

  3. Select the Blacklist subtab.

  4. Select the user you want to blacklist.

  5. Use the Select icon to select them.

  6. Save your changes.