For making users appear as Professionals, they will need to be added as part of an organization. Please follow the steps below:
Go into Admin.
Click Organizations.
Select the appropriate organization.
Scroll down to Organisation Members.
Add row.
Add the user.
Click Save.
To make sure they are now showing as a Professional.
Open up Quick Search.
Select Professionals.
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.
