Changing the Type of Case Funding For the Circle Member


The information on the current member’s case funder is displayed:

  • In the Circle Members list 


  • On the Case Detail page 

Case Funder_Case Details


  • On the Task Detail page 


To have this option available, contact your Account manager.

To change the Circle member’s case funder:

  1. Navigate to Circles and select the required one from the list 

  2. Click three dots next to the required Circle member in the Circle Members field and select the required option: 
  • Make cases self-funded to make the Circle member fund their cases on their own 
    • In this case the funder of the user's subscription will also fund the user's cases. 

  • Make cases funded by Circle to make your Circle fund the cases for the Circle member