CaseActive チームによる

This article shows admins how to create users by sending a signup link.

  1. Click the Send them a signup link at the bottom of the Add user dialog box. A new page displays.
  2. Configure the signup options. (see below)

Make sure the Allow Signup field to set to On. (required) When enabled, Case Active generates a unique link.

Review the options below and then click the icon to copy the link. You can place the link on your website or send the link to one or more people via email or any communication channel.

Creating a case

Optionally, you can automatically create a case for each new user and assign a user role.

  1. Click the Auto Create Case field and select On. The Case User Role fields displays.
  2. Click the Case User Role and select an option. (see below)

Case user roles

There are three case user roles.

  • clients
  • default
  • staff

Share the link with one or more people. Each person clicks the link and completes the workflow to activate their Case Active account. Once the user completes the signup workflow, Case Active adds the user to the Users list.

Next steps

Case Active sends the user an email notification with the signup link. The user clicks the link and completes the workflow for new signups.

  • This article describes the signup workflow for new users.




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