📌 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 record of the client you want to add or remove a staff member to by clicking 👇 on the name of the client
Towards the top right of the screen, click on the Settings button ⚙️
In the window that opens, on the left hand side, click 👇 on the option Cases
In the centre of the screen, click 👇 on the Case you want to add or remove a staff member from
Scroll down to the section headed Staff member and to the right hand side click 👇 Edit
Click 👇 in the box where the existing staff member's name is, this will cause a drop down list of all available staff to appear
To add any staff members click on their name/s in the list ☑️ so that a tick appears in the box next to their name and the box turns pink
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! 🎉