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.