Casebook has several different user types.
Someone who is documenting the administration of business processes on a daily basis within an organization.
Usage Expectation: Unlimited use of Casebook
Examples: Engage Observer, Engage Supervisor, Engage Worker, Intake Observer, Intake Supervisor, Intake Worker, Provider Observer, Provider Supervisor, Provider Worker, Reporting Observer
Someone who is outside of your organization that uses the Casebook Portal to collaborate with your organization and document information about themselves or a client they are working with.
Usage Expectation: Unlimited use of Casebook Portal
Examples: Application Portal User and Provider Portal User
A volunteer user represents discounted access for non-staff users who need limited access to Casebook to help with data entry on a time-restricted basis.
This is someone who works/uses Casebook for 5 or fewer hours a week that fits the above description.
Usage Expectation: 5 or fewer hours a week
Examples: Someone who may be working a clothing drive or someone who is giving a child or person a ride to an appointment.
Someone who is able to access, edit, and create reports derived from data entered into the Casebook platform.
Usage Expectation: Unlimited use of Reporting
Admin Only User:
A free user that comes with our Enterprise Packages. Someone who can only access cb Admin, and is responsible for the configuration of the Casebook platform. *This user may access other applications within Casebook during the Onboarding process.*
Usage Expectation: Unlimited Admin Access