Password Protect a Case

Password protect a case so that only assigned staff and those with the password can access the case. 

NOTE: This can only be done by firm administrators and those with the User Can Manage Case Password Protection permission. 

• Navigate to the case you want to password-protect. 
• Click the dark green dropdown at the top right of the case
• Select Password Protect Case.

• Enter in the password.
• Click Save.
• This will create an autonote on the case.

• The case will now be password protected. Those not assigned on the case will need to enter a password to access the case. 
• Once a password is entered, it will not need to be re-entered for 24 hours, regardless of browser or computer used.
• A lock icon will show next to password-protected cases in search results.
• Each time the case is accessed by password, an autonote will be created.