Share a client or a case with people outside your team

Team & account

Give someone a role on one client's cases or on one case, choose what they see, and move a case to another workspace.

1Four rolesOwner does everything, billing and API keys included. Manager runs the work and gives roles up to Manager. Contributor works on the cases they reach: tasks, documents and notes. Viewer reads and comments. Settings → People in your team shows each person's new role beside today's; until Settio switches your workspace over, it says which role they will get.
2People at this clientOn a client's page, Team tab, add someone from the client's company by email, as Contributor or Viewer. They reach every case you run for that client, new ones included. A client's Contributor may invite colleagues as Contributor or Viewer.
3People on this caseOn a person's page, Case file tab, People, add someone to that one case. Their family members' cases come with it. Owners and Managers also see the person moving: Replace gives their portal access to another email address, earlier portal links stop working and a new one is emailed. Case lead picks who gets the reminders, among the people who already work on the case.
4Two switchesSigns for the employer adds signing, approving spend, salaries and the employer's documents (Contributors only). Sees private household details adds health, family and relocation needs; it is off unless you switch it on, and without it they see none of these on the person page, the timeline or the API, nor a family member's case. Only Owners and Managers change roles and switches, nobody changes their own, and a workspace always keeps one Owner.
5They acceptThey get an email with a link that works for 14 days. Someone with a Settio account accepts while signed in with that address; someone new chooses a name and password. Their cases show under People → Shared with me. Contributors and above get the case's notices, reminders and emails (counts and links only); with Sees private household details they also use the messages with the employee.
6Transfer a case, or make someone a memberOn the person's page, the ⋯ menu → Transfer case moves the case and its family to the employer or to another workspace you run. Choose whether your team stays on it as Contributors, then confirm. Make member, beside a person who accepted, turns them into a Manager or Contributor of your workspace; their roles on single clients and cases here end.

Informational only. This guide is not legal advice. Always verify requirements with official government sources before acting. About this information

Team & account

Share a client or a case with people outside your team

Give someone a role on one client's cases or on one case, choose what they see, and move a case to another workspace.

1Four rolesOwner does everything, billing and API keys included. Manager runs the work and gives roles up to Manager. Contributor works on the cases they reach: tasks, documents and notes. Viewer reads and comments. Settings → People in your team shows each person's new role beside today's; until Settio switches your workspace over, it says which role they will get.
2People at this clientOn a client's page, Team tab, add someone from the client's company by email, as Contributor or Viewer. They reach every case you run for that client, new ones included. A client's Contributor may invite colleagues as Contributor or Viewer.
3People on this caseOn a person's page, Case file tab, People, add someone to that one case. Their family members' cases come with it. Owners and Managers also see the person moving: Replace gives their portal access to another email address, earlier portal links stop working and a new one is emailed. Case lead picks who gets the reminders, among the people who already work on the case.
4Two switchesSigns for the employer adds signing, approving spend, salaries and the employer's documents (Contributors only). Sees private household details adds health, family and relocation needs; it is off unless you switch it on, and without it they see none of these on the person page, the timeline or the API, nor a family member's case. Only Owners and Managers change roles and switches, nobody changes their own, and a workspace always keeps one Owner.
5They acceptThey get an email with a link that works for 14 days. Someone with a Settio account accepts while signed in with that address; someone new chooses a name and password. Their cases show under People → Shared with me. Contributors and above get the case's notices, reminders and emails (counts and links only); with Sees private household details they also use the messages with the employee.
6Transfer a case, or make someone a memberOn the person's page, the ⋯ menu → Transfer case moves the case and its family to the employer or to another workspace you run. Choose whether your team stays on it as Contributors, then confirm. Make member, beside a person who accepted, turns them into a Manager or Contributor of your workspace; their roles on single clients and cases here end.

Open People in your team

Informational only. This guide is not legal advice. Always verify requirements with official government sources before acting. About this information