Application administrators manage case-level auditor access after a case is approved. Case auditor assignments control who appears in the worklist and who can open the case workspace.

​
Prerequisites

  • Access to an application workspace.
  • An approved case.
  • cases:edit for add/remove controls.
  • reports:view_transactions to view the case workspace and Case Auditors tab.

​
Workflow

1

Open the case workspace

From Case Review, open an approved case visible to the administrator.
2

Open Case Auditors

Click the Case Auditors tab.
3

Add an auditor

Click Add auditor, select a team member, and confirm.
4

Remove an auditor

Remove an existing auditor assignment and confirm if prompted.

​
Storage behavior

TableUsage
case_auditor_assignmentsActive case access assignments
case_auditor_assignments.deleted_atSoft-delete history for removed assignments
auditors_logAdd/remove assignment activity
Removed assignments remain in history while active case access filters exclude soft-deleted rows.

​
Relationship to team access

Organization team settings grant application-level permission buckets. Case auditor assignments further restrict which approved cases a user can open. A user may have reports:view_transactions on an application and still see only cases they are assigned to.