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
Someone who works/uses Casebook 5 or fewer hours a week.
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 cb Reporting
A free user that comes with a Pro or Enterprise Package. 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 cb Admin Access