Casebook has several different user types.
Paid User:
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
Portal User:
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
Volunteer:
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.
Reporting Admin:
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
Admin Only:
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 cb Admin Access