Change a user's role on a case
A user can't have different roles on different cases, and once their role is selected for a case, it cannot be changed.
When a user registers on the system, they select an appropriate role from the dropdown list available on their Case Center instance.
If someone is already registered, you can't change their role on a case.
When you invite a new user to a case, you can nominate which role they should be assigned.
Follow these steps if the user selected an incorrect role and are already on a case.
- Have the user go to the Account Details page and update their registered role.
- Remove the user from the case.
- Re-invite the user to the case.