---
title: Collaboration on cases
category: cases
order: 7
lastUpdated: 2026-06-08
featureAvailability: GA
planRequirements: [Pro, District]
roles: [facilitator, admin, teacher]
navigationPath: Cases → (open a case) → Messages
serverFunctions: [listCaseMessages, postCaseMessage, softDeleteCaseMessage]
auditActions: [case_message_post]
relatedArticles: [cases/case-notes, teacher-portal/messaging, teacher-portal/feedback]
---

## At a glance

- **Who uses it:** Facilitators and the attached teacher, coordinating on an open case.
- **When to use it:** For lightweight back-and-forth that isn't a formal note — "Did Maya turn in the make-up work?", "Parent meeting moved to Thursday."
- **Permissions required:** Facilitator, admin, or the case's attached teacher. Available on Pro and District plans.
- **Navigation path:** Cases → open a case → Messages tab.

## Purpose

Case messages are a threaded conversation scoped to a single case. They keep day-to-day coordination out of email (and out of the formal case note record), while still being audit-logged and visible to the right people.

## Who sees a message

- The case's assigned facilitator and any co-facilitators.
- The attached teacher.
- School administrators.

Messages are never sent to parents and are not included in the parent-facing dossier export.

## Step-by-step

### Post a message

1. Open the case. Click the **Messages** tab.
2. Type in the composer. `@`-mention a colleague to send them a notification.
3. Click **Send**. The message appears in the thread and watchers are notified.

[SCREENSHOT: case-messages-thread]
_Cases → open case Messages tab with a 3-message thread between a facilitator and the attached teacher._

### Redact a message

If a message contains something that shouldn't be in the record (a mis-typed name, sensitive content):

1. Open the message's **⋯** menu.
2. Choose **Delete**.
3. The body is replaced with "(message removed)". Authorship and timestamp remain for audit. Admins can also redact others' messages.

## Tips & best practices

- Use messages for coordination; use notes for the official record.
- `@`-mention sparingly — every mention is a notification.
- If a message warrants permanent record-keeping, copy the substance into a note before redacting.

## Common mistakes

- Treating messages as the case record — messages are not surfaced in intervention-trend reports.
- Posting parent-bound text — parents never see messages; use a parent-visible note instead.

## Related articles

- [Case notes](/help/cases/case-notes)
- [Teacher messaging](/help/teacher-portal/messaging)
- [Teacher feedback](/help/teacher-portal/feedback)

## FAQ

**Does case messaging count against my AI quota?**
No. Messages are plain text. AI quota only applies to AI-drafted content.

**Are messages encrypted at rest?**
Yes. Like all AmplifyED data, messages are encrypted at rest and in transit. See [Data encryption](/help/security/data-encryption).