Andri
Case Management

Share a case with your team

Share a case directly from the cases dashboard when you want another team member to work on the same matter.

What you'll need: the teammate must already be part of your Andri workspace before you can add them to a case.

Share a case from the cases dashboard

  1. Go to the cases dashboard.

  2. Find the case you want to share.

  3. Click the three-dot menu on the case card.

  4. Select Share.

Case card menu with the Share option visible
Open the case menu and choose Share.

Add a teammate to the case

After you click Share, Andri opens a sharing window for that case.

Share case window showing how to add a teammate to a case
Use the sharing window to add teammates to the case.

Add the teammate you want to include in the case and confirm the change in the sharing window.

Before you share a case

If the person is not yet part of your workspace, invite them first. See Inviting Team Members in Andri.

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