Casebook User Types and Roles

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


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. 

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 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