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”.

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.

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.