Welcome to the training video on how to delegate a user to a case.
Cases can be delegated by attorneys to other members in their organization to process the cases on their behalf.
From the main dashboard, access the OALJ and BALCA dashboard.
From the My Access Request or New Cases table, select the case that needs to be delegated.
In the case details page, the Parties With Access table shows the parties that have already taken access to the case
Currently, no users have been delegated to the case.
To delegate access, click on the “Delegate Access” button
The page shows the list of members in the organization.
Search for a specific member by name or email
As seen from the Parties With Access table, this user already has access to the case and therefore, cannot be delegated by the attorney.
To delegate access, click on the “Delegate” link.
Return to the case details page
The Delegated Users table will show the member delegated to the case and by who.
Login as the delegated user and access the OALJ and BALCA dashboard.
The Cases Delegated to Me table shows the delegated case.
Click on the OALJ number to access the case details page
The delegated user can view all the filings and servings that the attorney who delegated the case can view.
The delegate user can do all operations such as Submit a New Filing, access servings etc.
All operations done by the delegated user will be logged as done by the attorney who delegated the case
Thank you for watching the video tutorial on how to delegate a case.
For more help, visit the support menu on the dashboard.