Note: To set what case types users can create or amend, you'll need access to User Profiles on your Proclaim toolbar.
β
To amend the settings, follow the steps below.
From the Proclaim Toolbar, open User Profiles, then select the user.
Click the Case General tab then click Update.
Click Case Creation:
Select the case types they can create.
Click Case Amend.
Select the case types they can amend.
Click Save then click Exit.
Note: To see the changes, the user needs to log out and back in again.
