👥 User Management

As an Admin, you can add users to your organization and assign them roles.

➕ Add a User

Go to the Users tab in your Admin Dashboard. Enter the person’s name, role, email, and phone number — they’ll receive an invite to join Your Case Plan.

👤 User Roles

You can add:

• Attorneys

• Caseworkers

• Peer Mentors

👥 Guest Users

Guest users have limited access. This role is ideal for:

• CASA volunteers

• DHS workers

• Service providers

They can view case info but don’t have full staff permissions.

📹 For a complete overview of all Admin functions, check out our Getting Started video:

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