Sharing a single case
When you bring in co-counsel or refer one specific matter, you usually don’t want to add them to your firm workspace. Sharing a case gives one external person access to just that case — its hearings, notes, and documents — and nothing else.
Who can share a case?
- The workspace owner can share any case in the workspace.
- The workspace admin can share any case in the workspace.
- The user who created the case can share their own case, regardless of role.
Other roles cannot share cases by default.
Sharing tiers
Pick the tier that matches what the recipient needs to do:
| Tier | They can | They cannot |
|---|---|---|
| View | Read the case, hearings, notes, documents | Add or edit anything |
| Contribute | Above + add hearings, notes, documents, tasks | Edit case fields, share further, delete |
| Full | Edit the case itself, share with others | Cannot delete the underlying workspace data |
Sharing the case
Cases → click the case → you’re on the case detail page.
In the case header, click the Share action (or the Collaborators tab — it’s the same flow).
Provide either a 10-digit Indian mobile in international format or an email address. At least one is required; you can supply both.
- If a NyayX user with that mobile/email already exists, the case share is linked to their account immediately and they get a pending invite under /invites.
- If no NyayX user exists yet, the share waits in pending state and is auto-linked the moment they sign up with that mobile or email.
Choose View, Contribute, or Full. You can change it later without revoking and re-sharing.
An email is sent to the recipient (if email was provided) with an Accept share button. Until they accept, they have no access to the case — pending shares do not grant any permissions. The collaborator shows up in your case’s Collaborators list with status Pending.
After they accept
The case appears in their Shared cases list under their dashboard. They only see this one case — not the rest of your workspace.
When they navigate into the case, NyayX checks their tier on every action:
- View tier → all GET requests succeed; any POST/PATCH/DELETE on hearings/notes/documents/tasks returns 403.
- Contribute tier → POST/PATCH on those resources succeeds; editing the case itself, sharing further, or deleting still returns 403.
- Full tier → can edit and re-share; cannot delete (delete remains with the workspace owner).
This enforcement runs at the API layer, so the protection is real even if they hit a URL directly.
Changing or revoking access
Open the case → Collaborators list. For any collaborator:
- Change tier — drop them down to View or upgrade them to Full. Takes effect immediately.
- Revoke — removes their access. The case disappears from their Shared cases list on next reload. They keep no read access — even search results respect the revoke.
Revocations are logged in your workspace audit log.
Edge cases
- Self-shares are blocked. You cannot share a case with yourself.
- Existing workspace members are blocked. If the recipient is already a member of this workspace, they should access the case via the normal Cases tab instead. NyayX will return an error explaining this if you try.
- Duplicate shares are blocked. You can’t share the same case with the same person twice; revoke the first one to issue a new share with a different tier.
- Rejected and expired shares stop showing in collaborator lists but stay in audit history.