Articles on: Cases

Editing Case Participants

Once you've made your Case in Plannr, you may want to edit the participants.

Go to the Case you wish to edit.

Select Actions.

From the dropdown menu that appears, select Manage Clients.

From the modal that appears, you can see all existing Case Participants and remove them via the red bin icon. You can add new clients to the Case by typing in the first 3 letters of their name and selecting them from the dropdown list that appears.

Updated on: 09/10/2023

Was this article helpful?

Share your feedback


Thank you!