Admins create, modify or disable who can access apps and cases. When a user logs in to the platform for the first time, they need to complete a profile workflow.
- Click here to learn more about the new user profile workflow.
Managing a user
The table below shows five ways to manage a user. Click a link to learn how.
Method | Type | Actions | Details |
---|---|---|---|
Using UI | UI | add & modify | Admin button > Users |
While creating a case and assign user to case | UI | add | Admin button > Cases > New button > Create Case page |
Auto create user using public signup link | User action | add | Admin button > Settings > System Setup page |
Import tool | UI | add & modify | Admin button > Integrations > Imports |
Using API (coming soon) | API | add & modify | N/A |
Notifications
The platform does not send users a notification when they are added to an app. However, admins can enable notifications for case assignments.
![](https://i0.wp.com/cdn-media.caseactive.com/wp/2024/02/20112828/admin-create-1.png?resize=640%2C448&ssl=1)