Creating a Staff User Account

Creating a Staff User Account

Navigating to User Account Management

Before creating an account, you will need to decide what role the new user will have. Roles define the permissions a the user will have, for more information on permissions see the How to Manage Account Permissions guide.

To create a new user account navigate to the Domain Configuration and Utilities page by selecting the wrench icon in the top right of the screen.


From this page select User Account Management.


Create a New User

  1. Select the Create User Account button to display the Create User Account form and enter the appropriate information.
  2. If you only want the user to sign in with their Microsoft or Google account, enable Mandatory SSO
  3. In addition to the user’s account information you can also assign them to a Case Office and/or Contact Group.
  4. An Office Role must be selected to assign a user to a Case Office. Select the Assign Office button to choose which Case Office(s) to assign the user and enter their job title (optional) and Inbound Channel email (optional).
  5. Finally, select the Contact Group(s) the user will be assigned to by selecting the Assign Contact Group Button. The Assign Contact Group form will allow you to search for available Contact Groups and assign them to the user.

When you are satisfied with the user’s account information select the Save button to create the user.



    • Related Articles

    • Managing Staff Users

      This article will discuss how Administrators can manage the Users in their foreAction case office and provides a deeper understanding of the settings available to you. Before we begin, we must take a look at the two different sections that can manage ...

    • Updating a Staff User Account

      Editing a Single User When updating a user’s account information you will be limited to users whose level of permissions are similar to or less than yours. To edit an existing user account navigate to the Domain Configuration and Utilities page by ...

    • How Do I Assign Or Unassign Staff For My Case Office?

      Assigning Staff For users to be assigned to, create, or edit a Case they must first be assigned to the Case Office. In order to assign staff to your Case Office you must have the role of Office Administrator. To add someone to your Case Office ...

    • Task Management

      As part of the 2024.1 release, Task management has been added to the available features when managing cases. Not all issues are completed with a single step, and including tasks in your issue management workflow will allow a more comprehensive, ...

    • User Account Permission Guide

      Users of the system are provided different access permissions based on their role. There are two types of role – Outreach and Case Office. Any user can have both an Outreach role and a Case Office role. In addition to Outreach and Case Office roles, ...