How to add and remove team members

As the person in charge of your case, you can add or remove members of your case team.

Adding a team member

You can only add team members if you are an administrator of the case. 

1. On the main menu, select 'Share Case'.
2. Under ‘Invite team members’ enter the email of the person you want to invite. 
3. Specify whether you want them to be a member or an administrator. See ‘Case teams’ to understand the difference.
4. Select 'Invite'.
5. Valla will send an email to the address you added, with a link to join your case. They will be prompted to create an account if they don’t already have one. 
6. If you need to, you can resend or cancel the invitation. 
7. The person’s name will show under ‘Pending Invitations’ until they have accepted the invitation. Once the invitation has been accepted, they will appear under ‘Team Members’.

Removing a team member

If you want to remove a team member, let us know and we can do this for you.