Assigning User Roles

Your role in Casebook dictates how much access you have to view and enter information. Roles can only be set and changed by Casebook system admins. Only a small group of users, like help desk workers, will have an Admin user roll. Workers cannot change their own role. 

To Assign a User a New User Role

Users who are admins or super admins are the only users who will be able to assign and change user roles in Casebook. To do so:

• 1. Search for the user whose role you want to change.

  2. From the search results, open their user profile page. 

• 1. On the user's profile page, from the User Account card, click Edit. On the summary of the card, you will be able to see what the user's current role in Casebook is.

• 1. From the edit screen, use the drop down menu to select the correct user role for the user. 

• 1. Click Save User.