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by CaseActive Team

Create Roles:

To create roles go to the admin panel of the app that the case is in then click on settings.

  • Then go to advanced settings.
  • Afterwards click on roles next to the Modules section.
  • Now click on the “+ New” Button.
  • Fill in the name of the role and tick the permissions you want to assign to that role and then click “Create”.

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.
  • From here click on “+Add” Button. 
  • Fill in the data of the user you want to assign and select their role then click save.

Contents

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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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