Global Citizen
SolutionsWORKSPACE

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Last activity Assigned to

No cases are assigned to or shared with you.

Internal staff workspace

Global Citizen Solutions — Internal Workspace

GCS staff sign-in

Use your GCS Microsoft account — the same one you use for Teams.

Sign in with Microsoft

Client portal access

Case status Status reason Box link Box upload link Meeting link Shown to the client as a “Book your meeting” button. Leave empty and no button appears.

All four are shown to the client on their portal, so write them for the client to read.

Saved.

My work

Tasks

—Assigned to me

—Overdue

Nothing assigned to you and nothing you have delegated. Completed tasks are hidden — use Show done to see them.

Task

Task Due date Notes Case Portal visibility Assigned to

New task

Task Due date Required — HubSpot will not hold a task without one. Assign to Notes Case

Conversations

Pick a case to see its conversations.

This case is shared with you. You will see a conversation here once someone adds you to one, and you can start your own with the household.

Messages

Group

Group name

Clients

Partners (external)

Only partners this case is already shared with can be added. They see this conversation — including the client's messages in it — for as long as the case stays shared with them.

Colleagues

Share this case

Colleagues get this case in the workspace; partners get only the partner portal. Neither joins existing conversations — use Manage participants for that.

Colleagues

Partners (external)

No partners yet — tick “GCS partner” on a contact in HubSpot.

Partners can see this case and chat with you about it. They never see the client's conversations unless you add them in Manage participants. Only contacts ticked “GCS partner” in HubSpot appear here; unticking one takes their access away.

Reassign this case

The new owner gets the case in their workspace. Everyone it is already shared with keeps it.

New owner

Keep this case visible to me Keep the previous owner on this case