1. Cover

2. Introduction

In ImmiBox, internal users can be assigned to cases to manage different stages of processing and review.The roles and users available under the Actions menu depend on the configured Case Workflow, and User Role permissions. * click the image to view enlarged

3. Access Assign Options

Navigate to the preferred Case Details page. Once the questionnaire is completed, assign options become available under the Actions menu. * click the image to view enlarged

4. Assign Internal Users

From the actions menu. Users can assign roles such as paralegal, attorney, supervisor, documentation manager, documentation executive. For example, selected Assign Attorney. * click the image to view enlarged

5. Assign Attorney Dialog Box

Now, choose the user from the dropdown list, add comments if needed, and click Assign. The available users displayed for assign are based entirely on the configured case workflow and assigned permissions. * click the image to view enlarged

6. Notification of Assigned Attorney

Once assigned, notifications are sent automatically, and all assign activities are recorded under the Activities section for tracking and audit purposes. * click the image to view enlarged

7. Case Workflow & User Role Configuration

Internal user assignments in ImmiBox are workflow-driven. The users and assignment roles displayed under the Actions menu depend on the Case Configuration, and User Role permissions for that Case Type and Subtype.This allows law firms to distribute responsibilities across multiple users or manage the complete case flow through a single user. * click the image to view enlarged

8. Case Configuration

From Administrator, navigate to Settings and click Case Configuration.Law firms can create and customize workflows based on Case Types and Case Subtypes.The configured Case Workflow directly controls the assign options and users displayed under the Actions menu during case processing.This provides flexibility to either distribute responsibilities across multiple users or allow a single user to manage the complete case workflow.For detailed information, please refer to Case Configuration Guide. * click the image to view enlarged

9. User Role

User access and permissions are managed through User Role Configuration, allowing administrators to control access based on user responsibilities and operational requirements.For detailed setup instructions, please refer to the User Role Configuration Guide. * click the image to view enlarged

10. Conclusion

The Internal User Assignment feature helps law firms efficiently manage responsibilities, streamline collaboration, and control case processing through workflow-based assignments. * click the image to view enlarged

11. Ending