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Add a Case Collaborator

Knowledge Article Number 000220368
Description

"Case Collaborators" are secondary contacts involved with Salesforce cases. Add a Case Collaborator so that other people in your company can help a primary case contact with receiving and responding to case email notifications.

Resolution

 

Who can add a Case Collaborator?

Case Collaborators can be added by the primary case contact on the case (usually the person who opened the case) or by users in the organization who have been designated as a Help & Training Admin for the org. You can't add yourself as a Case Collaborator.

 

How to add a Case Collaborator

1. From your Salesforce organization, click Help & Training.
2. Click the Login icon Help & Training Login Icon | select My Cases.
3. Select the case to which you wish to add a collaborator.
4. In the "Search Contacts" field under "Case Collaborators," enter the name or email address of the new Case Collaborator, then click Add.

 

Additional Help & Training resources

See Also:
Getting Started with Case Collaboration
Why can't I see my org's cases in Help & Training while logged in as another user?​
Why am I getting the error "Cannot add self as a case collaborator." in the new Help & Training Portal?




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