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Create professional users on Case Management

In this article, we explain how you can create professional users on Case Management.

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Written by David Bayley-Hamilton
Updated over 5 months ago

For making users appear as Professionals, they will need to be added as part of an organization. Please follow the steps below:

  1. Go into Admin.

  2. Click Organizations.

  3. Select the appropriate organization.

  4. Scroll down to Organisation Members.

  5. Add row.

  6. Add the user.

  7. Click Save.

  8. To make sure they are now showing as a Professional.

  9. Open up Quick Search.

  10. Select Professionals.

  11. Search their name, or you can select the organization they are a member of.

Below is more information that might help if you would like a user to be both a System User and a Professional.

  • The blue banner is different, it's a Person Record that indicates they're a System User. For System User access, they need to be added to the Case Management client along with the appropriate Team access.​

  • If you want the user to be both a System User and a Professional, you can create an account within the client and then add them to an organisation.

If you have a person record in Case Management and they're not added through the client, then add them to an organisation so they're now a Professional, the banner for their person profile will still be white blank, which is expected.

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