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CaseActive チームによる

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.

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関連ドキュメント

Assign Cases To Your Team Members How Do Announcements Work?How To Create An AppHow To Create Or Modify Cases Through The Ui MenuHow To Invite Clients To Caseactive?How Users Create A New AccountHow To Create And Assign Cases?Invite/Add Your Team To CaseactiveBreaking Down FunctionalitiesOverview Of Key Features Of CaseactiveUnderstanding Caseactive App DashboardWhat Are Case Types And How To Create Custom Case Types?What Is Caseactive?What Is Library In Caseactive And How To Create A Post Template?How Admins Manage User Assignments To CasesHow To Assign, Modify Or Remove User Assignments With The Import Tool?How To Assign Or Remove User Assignments With Existing Cases?How To Assign Users While Creating A CaseHow To Auto Assign Users With The Public Signup Link?How Admins Manage UsersHow To Create And Modify Users With The Ui?How To Create Or Modify Users With The Import Tool?How To Create Roles And Assign Custom Roles?How To Create Users With A Signup Link?Payment Plans And Its DetailsHow To Log In?

関連ドキュメント

Assign Cases To Your Team Members How Do Announcements Work?How To Create An AppHow To Create Or Modify Cases Through The Ui MenuHow To Invite Clients To Caseactive?How Users Create A New AccountHow To Create And Assign Cases?Invite/Add Your Team To CaseactiveBreaking Down FunctionalitiesOverview Of Key Features Of CaseactiveUnderstanding Caseactive App DashboardWhat Are Case Types And How To Create Custom Case Types?What Is Caseactive?What Is Library In Caseactive And How To Create A Post Template?How Admins Manage User Assignments To CasesHow To Assign, Modify Or Remove User Assignments With The Import Tool?How To Assign Or Remove User Assignments With Existing Cases?How To Assign Users While Creating A CaseHow To Auto Assign Users With The Public Signup Link?How Admins Manage UsersHow To Create And Modify Users With The Ui?How To Create Or Modify Users With The Import Tool?How To Create Roles And Assign Custom Roles?How To Create Users With A Signup Link?Payment Plans And Its DetailsHow To Log In?

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