Option 1: Share a Case with CustoMED Users
Use this option when sharing a case with someone who already has a CustoMED account.
How to Share
Open the case you want to share.
Click the Co-op (Share) button in the upper-left corner of the screen.
Enter the username or email address of the person you want to invite.
Select their permission level:
Viewer – View-only access
Editor – Can view and edit the case
Owner – Full access, including approval and case signing
Click Invite.
What Happens Next
The invited user receives an automatic email notification.
Once accepted, they can access the case according to the permissions you assigned.
All actions are logged according to system audit and access controls.
Option 2: Share a Case via Public Link (No Login Required)
Use this option when sharing a case with someone who does not have a CustoMED account or when you only need to provide viewing access.
How to Share
Open the case you want to share.
Select General Access.
Click Copy Link.
Send the link via email, text message, or any other communication channel.
Important Notes
No login is required to open the link.
Access is view-only.
Editing, approvals, annotations, and file downloads are not permitted.
Anyone with the link can view the case.
Which Sharing Method Should I Use?
Use case | Recommended option |
Collaborating with colleagues | Share with system users |
Editing or approving a case | Share with system users |
External review or consultation | Public link |
Quick, read-only access | Public link |
Security & Permissions
Case sharing respects role-based access control (RBAC).
Permissions are defined per case and enforced by the system.
All access and actions are recorded for compliance and traceability.
If you have questions or need help managing access permissions, please contact CustoMED Support.