Managing User Accounts

Owned by Casano Admin
Last updated: Mar 10, 2022
3 min read

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

 

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.   

     

  2. Select "My Account."

  3. From the Account Administration menu, select "User Accounts"

  4. Click the Add New button in the bottom right corner of the screen.    

     

  5. Enter the Email, Password, First Name, Middle Name, and Last Name of the user in the corresponding fields.

  6. Select the 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 the steps outlined in the tutorial here.

  7. Select whether the user is an Administrator*, Case Manager, or Third-Party Organization from the Role field. 

  8. Check the box labeled "Enabled" to identify the individual as an active Probatum user. 

  9. Click Save.

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

     

  2. Select "My Account."

  3. From the Account Administration menu, select "User Accounts"

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

  5. When the edit form opens, update the Email, First Name, Middle Name, and/or Last Name of the user in the corresponding fields.

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

  7. Select the 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 the tutorial here.

  8. Select whether the user is an Administrator*, Case Manager, or Third-Party Organization from the Role field. 

  9. Check the box labeled "Enabled" to identify the individual as an active Probatum user. 

  10. Click Save.

 

Disabling or Deleting a User

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

     

  2. Select "My Account."

  3. From the Account Administration menu, select "User Accounts"

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

    To Disable: 

  5. Uncheck the box labeled "Enabled" to identify the individual is not an active Probatum user. 

  6. Click Save.

    To Delete:

  7. Click the delete icon in the bottom right corner.