Add New Users

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

Add New Users Individually | Add New Users in Bulk | Video

Adding New Users Individually

• 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.

Adding New Users in Bulk

• Navigate to the Users section in cb Admin.

• 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.