Manage a User's Permissions

How to add or remove a caseworker from having access to certain features.

• NOTE: This can only be done by a firm administrator.
• Navigate to the  Icon in the top right corner of your account.
• Select Users.

• Find the user whose permissions you want to manage by using the search box or scrolling.
• Click on the arrow at the end of the user row and select Edit User.
• A pop-up window will appear.
• There are two methods by which you can manage a user’s permissions: “permission groups” and “advanced permissions”.

Permission Groups

• Start typing the name of the permission group into the permission groups box or click on the box and select the desired group from the drop-down menu.
• Here is a list of permissions groups built into CASEpeer.
• Note: You can add a worker to multiple permission groups.

Advanced Permissions

• Click the Advanced Permissions button.
• On the left, you will see all the permissions the user has based on the permission groups you have added them to.
• On the right is a checklist of additional available permissions.
• Select all additional permissions you would like the user to have.
• NOTE: Additional permissions are added to a user’s existing permissions groups. To remove these permissions, you must edit them under Advanced Permissions.

Here's how to update permissions for multiple workers at one.