Adding a Case Worker or Case Manager

Modified on Mon, 10 Jul, 2023 at 11:51 AM



1. Click on Employees. (*Note - Only HR Admins or CVA can add a HR Representative or ADA Coordinator)

Click on Employees. (*Note - Only HR Admins or CVA can add a HR Representative or ADA Coordinator)

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2. From the Employees Menu, click the New User button in the top right-hand corner

From the Employees Menu, click the New User button in the top right-hand corner

3. Fill out the New User information

Fill out the New User information

4. Click on Add User

Click on Add User

5. The new user will receive an invitation email with a link to set up their password

The new user will receive an invitation email with a link to set up their password

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6. Click on Employees…

Click on Employees…

7. Click on the employee entry 

Click on the employee entry

8. Click on Change Role

Click on Change Role

9. Select the role for the employee from the drop down list

Select the role for the employee from the drop down list

10. Click on Update

Click on Update

11. The Employee will see their new role and functions the next time they log in


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