Create Roles:
To create roles go to the admin panel of the app that the case is in then click on settings.
![](https://i0.wp.com/cdn-media.caseactive.com/wp/2024/04/03145339/2-2.png?resize=640%2C295&ssl=1)
- Then go to advanced settings.
![](https://i0.wp.com/cdn-media.caseactive.com/wp/2024/04/03145351/3-2.png?resize=640%2C295&ssl=1)
- Afterwards click on roles next to the Modules section.
![](https://i0.wp.com/cdn-media.caseactive.com/wp/2024/04/03145401/4-3.png?resize=640%2C295&ssl=1)
- Now click on the “+ New” Button.
![](https://i0.wp.com/cdn-media.caseactive.com/wp/2024/04/03145413/5-2.png?resize=640%2C295&ssl=1)
- Fill in the name of the role and tick the permissions you want to assign to that role and then click “Create”.
![](https://i0.wp.com/cdn-media.caseactive.com/wp/2024/04/03145426/6-2.png?resize=640%2C295&ssl=1)
Assign Roles:
- To assign users to a case go to the admin panel of the app that the case is in then click on the drop-down button next to the case, afterward click on assign users.
![](https://i0.wp.com/cdn-media.caseactive.com/wp/2024/04/03145444/7-2.png?resize=640%2C295&ssl=1)
- From here click on “+Add” Button.
![](https://i0.wp.com/cdn-media.caseactive.com/wp/2024/04/03145455/8-1.png?resize=640%2C295&ssl=1)
- Fill in the data of the user you want to assign and select their role then click save.
![](https://i0.wp.com/cdn-media.caseactive.com/wp/2024/04/03145504/9.png?resize=640%2C295&ssl=1)