Request case access

Part of

CMS Portal Basics (Civil)

User Guide shows how to request access to a case in CMS.

 

1. Log in to Portal. Home screen displays:
2. Select relevant Jurisdiction. Case Type screen displays.
3. Select Case Type.
4. Click:  Request Case Access. Case Access Search screen displays.

5. Complete required panels and fields.

 

Panel:  Case Access Search

• Court Location: Select Court Location.
• Case Number: Type Case Number.
• Last Name: Type Last Name of party.
• First Name: Type First Name of party.
• Case Type: Select Case Type.
• Organisation Name: Type Organisation Name of party.
• Trading As Name: Type Trading As Name of party.

 

6.    Select:  I'm not a robot 
7.    Click:  Search. Case results displays:

 

Note:

• If relevant case does not display in list of results, adjust search criteria and click:  Submit
• To reset all fields, click:  Clear

 

8.    In Action column for relevant case, select:  Request Access. Request Case Access screen displays:
9.    Complete required panels and fields.

 

Panel:  Request Case Access

• My Reference: Type reference name or number to identify filing. 
• Message: Type information to support case access request.
• CMS Portal User Declaration: Select box.

 

10.    Click:  Proceed. Confirmation of Filing screen displays.
 

Note:

• Case Access Notification email sent to email of user that requested case access
• Ensure the requesting user is logged in to Portal before actioning the token in the email. 
• Ensure Google Chrome set as default browser for token to work.

 

11. Log in to email and locate Case Access Notification for CMS Portal email.

12. Open email and click access token link. Case Access Invitation message displays:
 

Note:

• Token in email will only work for user that requested case access
• Do not forward or share email with another user
• Case is now available in Cases tab on My Account screen.

    
See User Guide:  View and action case