Prerequisite
Before you assign a user a Case Management role, they must be an employee and added to the Person model. You can check this on the People Admin page in Applaud. When you first purchase Case Management, Applaud assigns the first user as the Case Administrator, who can then go on to assign other users.
Procedure
- From the Product Home page, select Case Management, and then from the Administer Cases submenu, select Users.
- Select Invite User and choose an employee from the list. If the employee you want to invite isn't listed, select the option: Select this if the employee isn't available, and enter an email address. Then, enter the user's work email address.
- From the Role list, select the role you want to assign and select Save. The platform sends the user an email informing them that they are now entrusted with the role chosen for Case Management.