Add family members and choose what each adult sees

1. 01

   Step 1: Add the person to the matter

   People › Add person. Choose their role: sponsor, dependant, guardian or employer contact.

2. 02

   Step 2: Invite adults separately

   Each adult gets their own invitation and gives their own consent.

3. 03

   Step 3: Set what is shared

   Shared items appear for everyone on the matter. Private items stay with their owner and your staff.

4. 04

   Step 4: Check the view

   Use “View as” to see exactly what each person sees.

Written from the Casevoya product specification (§5 family permissions). Screens and wording may change before launch.