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Objective: Learn how to add/enable or delete/disable users in Probatum. 

Objective: Learn how to add/enable or delete/disable users in Probatum. 

Info

Users can be added/enabled or deleted/disabled by an administrator in your organization at any time. As changes in your staff take place, an administrator can easily manage which staff members can access Probatum, provided that the number of active users does not exceed the number of Probatum licenses that your organization has purchased.

Adding a New User in Probatum

  1. Click the blue User icon in the top toolbar.

  

  1.   

    Image Modified

Select 

  1. Select "My Account."

  2. From the Account Administration menu,

select 

  1. select "User Accounts"

  2. Click

the 

  1. the Add New

 button

  1.  button in the bottom right corner of the screen. 

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  2. Enter

the 

  1. the Email, Password, First Name, Middle Name, and

 Last

  1.  Last Name

 of

  1.  of the user in the corresponding fields.

  2. Select the

affiliated 

  1. affiliated Organization. This will default to your internal organization. If the user is affiliated with an external organization, choose the appropriate option. To add a new organization to the list,

 follow

  1.  follow the steps outlined in the tutorial here.

  2. Select whether the user is

an 

  1. an Administrator*, Case Manager, or

 Third

  1.  Third-Party Organization

 from the 

  1.  from the Role field. 

  2. Check the box

labeled 

  1. labeled "Enabled"

 to

  1.  to identify the individual as an active Probatum user. 

Click 

  1. Click Save.

Info

Users marked as Administrators can access certain items that are inaccessible to Case Managers. This includes the Organization Management portion of Probatum, as well as access to User Accounts and Organizations in the Account Administration section. Administrators can also seal/unseal and delete clients and cases.

 

Editing a User Account

Note: Users can

access 

access their own accounts

 in

 in order to update their name, email, or password. For information on this,

go 

go here.

The following tutorial outlines how an administrator can change these items for any user in their organization.

  1. Click the blue User icon in the top toolbar.     

   

  1. Image Modified

Select 

  1. Select "My Account."

  2. From the Account Administration menu,

select 

  1. select "User Accounts"

  2. Click the user you wish to edit from the list.

  

  1.   

  2. When the edit form opens, update

the 

  1. the Email, First Name, Middle Name, and/or

 Last

  1.  Last Name

 of

  1.  of the user in the corresponding fields.

  2. Leave

the password field blank unless

  1. the password field blank unless you wish to change the user's password.

  2. Select the

affiliated 

  1. affiliated Organization. This will default to your internal organization. If the user is affiliated with a third-party organization, choose the appropriate option. To add a new organization to the list,

 follow

  1.  follow the tutorial here.

  2. Select whether the user is

an 

  1. an Administrator*, Case Manager, or

 Third

  1.  Third-Party Organization

 from the 

  1.  from the Role field. 

  2. Check the box

labeled 

  1. labeled "Enabled"

 to

  1.  to identify the individual as an active Probatum user. 

Click 

  1. Click Save.

Disabling or Deleting a User

  1. Click the blue User icon in the top toolbar.

  

  1.   

    Image Modified

Select 

  1. Select "My Account."

  2. From the Account Administration menu,

select 

  1. select "User Accounts"

  2. Click the user you wish to deactivate/delete from the list.

  

  1.   

    To Disable: 

  2. Uncheck the box

labeled 

  1. labeled "Enabled"

 to

  1.  to identify the individual is not an active Probatum user. 

Click 

  1. Click Save.

    To Delete:

  2. Click

the 

  1. the delete

 icon

  1.  icon in the bottom right corner.

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