Under the "Administration" menu item, the administrator has two additional options: "Organization Management" and "User Management," in addition to "User Profile." In "User Management," you can create new users for your employees.

  1. To create another user, select "User Management" under the "Administration" menu item on the left.
  2. Click the "Plus (+)" button.
  3. Fill out all fields. In the "Role" field, you can choose between "User" and "Administrator."
  4. Assign a one-time password.
  5. Select whether the assigned password should be temporary or permanent (see note for further information).
  6. Click "Save."

Note: The user will now receive an email with an activation link. After clicking the link, the password you created must be entered once. If you have selected the password you have assigned as temporary, the user will then be prompted to create and confirm a new password. The user can then log in to Caseform using their email address and personal password.