CaseScribe allows you to share access to a client’s case with external users, such as medical experts or collaborators, using the Guest Sharing feature.
This makes it easy to collaborate while keeping access secure and limited to only what is necessary.
What Is Guest Sharing?
Guest Sharing allows you to invite users outside your organization to access specific clients.
Guest users:
Can only see clients that are explicitly shared with them
Can view and manage facts within shared clients
Can edit client details
Guest users cannot:
View the full user directory
Create new clients or guest user
Access clients that are not shared with them
For security, guest users must accept their email invitation before access is granted.
How to Add a Guest User (Admin Only)
Only admins can create new guest user accounts.
Log in to your CaseScribe account
Go to the lower-left corner of the screen
Click the icon to open the User Management page
Add a new user and enter the user’s first name, last name, and email address
Select the role: Guest User
Send the invitation
The guest user must accept the email invite before they can access any shared clients.
How to Share a Client with a Guest User
Once a guest user has an account, you can share a specific client with them.
Who Can Share Access?
Admins
Standard users (if the guest user already exists in the organization)
Steps to Share Access
Open a specific client and go to the Client Details
Click the Share Access button
Select the guest user
Confirm sharing
The guest user will now have access to that specific client.
Summary
Guest Sharing allows you to securely collaborate with external users by giving them access to specific clients only. Admins can create guest accounts, and once the guest accepts the invitation, users can share client access directly from the Client Details page.