Edit or Remove a User

Change User Details

You must be a Super Administrator to change user details. The full name and/or email can be changed, but not the user ID. To make changes:

Start Case Management and log in as a Super Administrator.
In the navigation panel, click the Users tab.
In the Users table, select a user by clicking on the appropriate User ID field.
Click Edit User.
In the User Info section, edit any or all of the following fields:
- First Name
- Last Name
- Email
Additionally, you can click the Mark as Inactive check box to mark a user as active or inactive. When you are done, click Next.

Change the user's role and privileges as appropriate. You must be a Super Administrator to make these changes.

To change a user's role, select the check box next to the appropriate role you would like to associate with a user.
To change a user's privileges:
- Select the check box next to the name of each privilege that needs changing. You can add or remove privileges as necessary.
- When the appropriate role/privileges are set, click Next.

Note:

Privileges for a user are changed by adding them to, not removing them from, the privileges of the role assigned.
If you first give a user a role other than Standard User and then remove a privilege(s), the role will automatically be changed to Standard User, but the privileges defined at that point will still be in effect.
Super Administrator privileges cannot be changed. To change privileges for a person with that role, you must first select a different role.

In the Group Assignments section, you can select the groups you would like to remove from or assign to the selected user.
- When the user has been assigned to the necessary groups, click Save

Remove a User

Any user other than the Super Administrator created during installation can be removed. This administrator is defined in the product’s service layer and does not appear in Case Management.

You must be a Super Administrator to remove users. This procedure removes the user entirely.

Start Case Management and log in as a Super Administrator.
In the navigation panel, click the Users tab.
In the Users table, select a user by clicking on the appropriate User ID field.
Click Remove User.
A dialog box will ask you to confirm the deletion of the selected user. To proceed, click Yes.
Repeat these steps to delete any other users.

Deleting a user removes them from the user table, as well as the groups, cases, review passes, and batches to which they were assigned.