This article shows admins how to modify a user type from your CaseActive account.

• Go to the “Users” tab from the main menu.

• Now click the drop-down button before the user you want to modify in your CaseActive account. From the drop-down menu, click on the “Edit User” button.

• Now click on the “Settings” tab adjacent to the Intake Forms button.

• Scroll down to see the “User Type” section under the Host User Attributes.

• Select the User Type you want to update for that specific user. You can also update other information about the user from here. Then press “Save.”