This article shows admins how to create users and update records with the platform’s user interface. Admins can also add users to a new case and edit existing cases.
Creating a user
- Log in to the admin account.
- Locate an app on the Apps page and click the ADMIN button.
- On the Admin panel, click the Users menu tab.
- Click the NEW button. A new window displays.
Fill in the fields and click SAVE. Case Active adds the name to the list of users associated with this app.
Modifying a user
To update a small number of user records, use the Edit tool and make changes to each individual user.
- Note To modify a large number of user records in one sitting, consider using the Import tool.
- On the Admin panel, click the Users menu tab.
- Locate a user and click Edit.
- Make changes and click SAVE.
Next steps
Case Active does not send the user an email notification. Admins should contact the user and send them a link to the Case Active home page. The user then clicks the LOGIN button and completes the workflow for new signups.
- This article describes the signup workflow for new users.