You can disconnect all case users from a case if you need to perform administrative tasks that require exclusive access to the case, such as deleting or upgrading a case. When you disconnect users currently logged into a case, they are disconnected from the case immediately and any unsaved changes will be lost.
When disconnecting users, you also have the option to mark the case as inactive while you perform exclusive administrative tasks. After completing your tasks, remember to mark the case as active again so case users can log in and continue working. Cases marked as inactive display a red dot on the case icon. See Deactivating cases.
We recommend you email all users prior to upgrading a case to ensure all users are logged out beforehand. |
You can also right-click on the case and click Disconnect All Users.
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