📌 Note: This guide is only for customers who are using the new Client Cases functionality in the Joy Case Management System
To add or remove a staff member from be associated to a Client in your Joy Case Management System just follow these steps:
Log in to your account at case.thejoyapp.com
Click 👇 on Clients in the main menu on the left
Open the case of the client you want to add or remove a staff member to by clicking 👇 on the name of the case for the specific client
Towards the top right of the screen, click on the Account button
In the pop up screen, click 👇 on the Staff member dropdown and choose the staff you want to add or remove
To remove any staff members click on their name/s in the list and it will remove the tick from beside their name and clear the pink box
Click save ✅
The staff members associated with this case will now have been updated! 🎉