A user can be in multiple organizations simultaneously. These organizations remain separate, and the user has the option to easily switch between them. This is done using the "Organization Switcher," which can be found in the overview bar to the right of the language settings.
There are three different ways to link users to organizations:
- If you previously had multiple user accounts, you can merge them:
- To do this, log in as the user (User 1) you want to keep.
- On the left side, under the "User Profile" menu item, select the "Merge Users" button in the bottom right.
- Enter the login details of the other user (User 2). User 2 will then be deleted, and the organization memberships will be transferred to User 1.
- Note: Saved drafts from User 2 will no longer be accessible, and their broadcasts can only be viewed if the "All" filter is selected. This process can be repeated as often as you like, depending on the number of users.
- Register a new organization as a logged-in user:
- To do this, log in with your username and select the "My Organizations" menu item.
- Click the plus sign in the bottom right and then complete the normal registration process.
- Note: Verification of the organization data by nubedian is required here as well.
- As an organization administrator, add a user already registered with Caseform to your organization:
- To do this, log in with your user account and then select the "User Management" menu item on the left.
- Click the plus sign in the bottom right and fill in the user information as usual. If Caseform detects that a user with the entered email address is already registered with Caseform, the existing user will be added to your organization and no new user will be created. The new user information you entered will be discarded