This article details the steps on how to add family members to an existing case.
Click Cases from the Main menu on the left.
Select the case you wish to add a new family member to and click on Users.
Click Add User to add a new user/family member.
Enter the First Name, Last Name, Email Address, and Password. Note that the Username will be automatically filled for you upon clicking on Add User.
Click on the Relationship drop-down menu to select a relationship to the new user.
Click on Save User to finish adding a new Family Member.
You should now see your newly-added family member on the Users page.
After you have successfully added your family member, you may also send a client portal invite. To do that, click on "Options" and click on Send Client Portal Invite.
