Skip to main content

Permission to create or amend different case types

A
Written by Antoine Larsen
Updated over 2 months ago

Note: To set what case types users can create or amend, you'll need access to User Profiles on your Proclaim toolbar.
​
To amend the settings, follow the steps below.

  1. From the Proclaim Toolbar, open User Profiles, then select the user.

  2. Click the Case General tab then click Update.

  3. Click Case Creation:

    1. Select the case types they can create.

  4. Click Case Amend.

    1. Select the case types they can amend.

  5. Click Save then click Exit.

Note: To see the changes, the user needs to log out and back in again.

Did this answer your question?