Add the Intake Portal Permission Group and Menu Filter to a Worker

Feature available on CASEpeer Advanced

How to add Intake Portal access to a CASEpeer user. 

NOTE: This can only be done by a firm administrator and the investigator must be added as a User to the account. 

• Navigate to the  Icon in the top right corner of your account and select Users.

• Find the user you want to edit using the search box or scrolling.
• Click on the arrow at the end of the user row.
• Select Edit User.

• A pop-up window will appear.
• Click into the Permission Group field to add the Intake Portal permission group

• Click Save.
• The user will also need the Investigator Worker menu filter to be assigned to new packets.
• From the User Management screen, scroll or use the search bar to find the user.
• Select Menu Filters from the drop-down arrow.
• Select Add for Investigator and select Done. 

• The user will now have Intake Portal page access.