Add New Users

Navigate to the Users section in cb Admin.
Select the plus icon at the bottom right corner of the page.
Two options will appear: Add User or Add Bulk Users from CSV File. Select Add User to add an individual user.
Enter the following information:
1. - First Name
  - Last Name
  - Email address (this is case-sensitive, we strongly suggest using all lowercase)

If the user has one supervisor for all of their work OR if a user does not have a supervisor, select Yes. You can then add one or more roles for the user and indicate their supervisor.

If a user has more than one supervisor for their work, select No. You can then add one or more roles for the user and indicate a supervisor for each role.
Finally, select the Create User icon from the right-hand action menu.

At the bottom of this page, you will find a template to use. Begin by downloading the CSV Template and entering the following information for each user:
- Email *this is case-sensitive, we strongly suggest using all lowercase*
- First Name
- Last Name
- Middle Name *optional*
- Phone *optional*
- Roles *separate the roles by a semi-colon. For Example: Admin:Engage Worker;Intake Worker*
Delete the example row in the CSV Template before saving the file.
Select the plus icon at the bottom right corner of the page.
Two options will appear: Add User or Add Bulk Users from CSV File. Select Add Bulk Users from CSV File to add an individual user.
Upload the CSV into Casebook.

Administrators can add their colleagues and staff to Casebook in cb Admin.