Administration
Creating Reports
Reports allow you to export data which can be downloaded to your computer. These reports can provide a broad range of insights into the activities of your case office and contacts. To navigate to the Reports section either: Select Reports from the ...
Getting Started with Case Office Administration
Within Case Work, users that are logged in with permissions for managing a Case Office will see a Case Office Administration tab. The features available under this tab allow you to configure your Case Office and the Staff assigned to it. Finding a ...
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, ...
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 ...
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 ...
Unlocking a Locked User Account
After a number of failed login attempts (the default is 5), users will find their account is locked for 15 minutes. This time limit can be bypassed by an admin. However, if there are twice as many failed login attempts (default 10), the account is ...
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 ...