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How do I add or remove staff members from a Client in Client Cases

This guide will show you how to add or remove staff members from a client record if you are using the new Client Cases functionality

Sonja Gebhardt avatar
Written by Sonja Gebhardt
Updated over 2 weeks ago

πŸ“Œ 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:

  1. Log in to your account at case.thejoyapp.com
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  2. Click πŸ‘‡ on Clients in the main menu on the left
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  3. Open the case of the client you want to add or remove a staff member to by clicking πŸ‘‡ on the name of the case for the specific client
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  4. Towards the top right of the screen, click on the Account button
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  5. In the pop up screen, click πŸ‘‡ 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
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  6. Click save βœ…
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  7. The staff members associated with this case will now have been updated! πŸŽ‰

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