How to Add a User:

From the Case Manager dashboard, go to the “Admin” tab.

Click "Manage Users." This will generate a list of users on the page who are already in the system.

You can filter users:

• All Users
• Enabled Users
• Disabled Users

From disabled users, select the user you would like to “Enable.”

How to add a user manually:

District admin users can add users manually. This can be useful if a user was not brought over by a district sync.

On the “Admin” tab, click “Manage Users”

Click the “+ New User” icon

Add the credentials for a new user: 

• First Name
• Last Name
• Email Address
• Team

Once this information is generated, click “Create User.”

The user will receive an email to set a new password. This is a default setting to send a welcome email once you click create user. 

To Find a User:

You can search for users from the search bar. If needed, you can manually add a user with the "Add New User" button.

You have the option to generate the first name, last name, email address, and assign the user to a team. There is also the option to send the user a Welcome Email. The Welcome Email will prompt the user to generate a new password to log in.  

Click "Create User" once all the information is populated.

To add additional permissions, you will need to navigate to the Permissions section under Account Settings.

How to Modify a User’s Permissions:

From the Case Manager dashboard, go to the Admin tab.

Click "Manage Users." This will generate a list of users on the page who are already in the system.

Identify which user you would like to add permissions for. The permissions column will demonstrate each permission for users.

Select the user by clicking the “3 dots.” Click "Edit."

This will bring you to the user profile. On the left-hand side under account settings, select Permissions.

A pop-up notification will appear, warning you that you will be leaving the site. Click “YES” to leave the site to bring you to the Permissions Settings.

Select which permissions you would like to give the user by selecting the small box next to each setting.

You can give the user permissions to manage:

• Users
• Cases
• Teams
• System Customization

Once you give the user the necessary permissions, click "Save Changes."

What Does Each User Permission Mean and Control?

Under each permission, there is a description detailing what each permission accomplishes.

Manage Users: Users can create new users and can edit existing user settings.

Manage Cases: Users can modify any case regardless of their team status.

Manage Teams: Users can modify any team and modify teams they are not on.

Managing District Guidance: Users can create and edit district guidance. The guidance widget will give users specific guidance. With these permissions, users can edit the guidance widget and add/remove guidance for further help.

System Customization: Users can manage process models, and customize tags, resources, and Behavioral Threat Assessment model selections. Users can create additional models and edit existing models (CTSAG, NTAC).