Case Settings: governance and permissions
Case Settings is where the Owner or an Admin governs how a single Case behaves. This article explains the controls available, who can change them, and how they interact with platform-wide defaults from your Investigator settings overview.
Case Settings is where the Owner or an Admin governs how a single Case behaves. This article explains the controls available, who can change them, and how they interact with platform-wide defaults from your Investigator settings overview.
Who can open Case Settings
Case Settings is visible to Owners and Admins. Investigators, Viewers, and Clients do not see the tab. The role hierarchy is summarized in Case roles: Owner, Admin, Investigator, Viewer, Client. Owners can transfer ownership and delete the Case; Admins cannot.
Members and roles
The members panel lists every account associated with the Case along with their role. From here you can invite a teammate, invite a Client, change someone's role, or remove a member. Removing a member is immediate — they lose access to the Case the moment the change is saved, including any links they may have already opened. Audit entries record who made the change and when.
Inviting Clients
For new Clients, the cleanest moment is during Case creation — see Inviting a Client when creating a Case. After creation, you can still add Clients, but they will need to accept the invitation through email per Accepting a Case invitation.
Default Operation visibility
The default visibility setting determines what new Operations look like when they are created on this Case. Options are none (Clients see no Operations by default), all (Clients see every Operation), or select (Clients see only the Operations explicitly added to the visibility list). Individual Operations can override the default. See Controlling what Clients see on Operations.
Subjects and POIs
Settings related to Subjects, including whether the Subjects tab is visible to Clients on this Case, are managed here. The data model is described in Adding Persons of Interest (POIs / Subjects).
Evidence and reports defaults
You can set whether Evidence uploaded to this Case defaults to client-visible or investigator-only. The default does not loosen permissions for already-uploaded files. Reports follow a similar pattern — drafts are always private until explicitly shared.
Archive and closure
Closing a Case marks it inactive without deleting data. Members lose write access; reads continue to work according to their role. Archived Cases are filtered out of the Cases list by default and can be reopened by an Owner. Soft-deleted Evidence remains in the Archive and can be restored — see Why Evidence is immutable and how archive/restore works.
Audit trail
Every change made in Case Settings is recorded. The audit log captures the actor, the action, and the before/after state. Audit data is append-only and retained per platform policy described in Security practices and legal pages.
What Case Settings cannot do
- It cannot retroactively change visibility on Operations whose visibility was explicitly set.
- It cannot bypass platform-level role checks — a Client cannot be promoted to Investigator inside one Case.
- It cannot delete audit entries.
Related
Related in For Investigators
Adding Persons of Interest (POIs / Subjects)
A Subject, also called a Person of Interest or POI, is a person an investigation is about. They are not a Client and they are not a Case Member.
AI assistance inside Report Writer
Report Writer includes optional AI assistance designed to speed up the boring parts of writing without taking the writing out of your hands.
Assigning Operators to Operations
An Operator is the person who is going to do the work on an Operation. On a solo case the Operator is almost always you. On a team or subcontracted case, the Operator field is how you say who is in the field, who is at the desk, and who is on call.
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