Mass Assign a Worker by Role

How to assign an employee to a certain role in CASEpeer across all your existing cases.

• NOTE: This can only be done by a firm administrator.
• Navigate to the  Icon in the top right corner of your account and select Users.
• Click Action Menu.

• Select Assign Workers from the drop-down menu.
• A pop-up window will appear.
• Under the desired role, select the names of the workers you want to assign to all open cases.
  • For example, if you want to assign Simone Dove as the supervising attorney for all open cases, select “Simone Dove” under “supervising attorney.”
• Click Save.
• That person will be assigned to all open cases with the role you selected.