Managing Users in Casechek
User Management in Casechek gives administrators the ability to add and edit users across their hospitals. Keeping your user list current ensures that the right people have access to the right hospitals and features.
Adding a New User
To add a user to Casechek:
- Go to Settings in the left navigation and select User Management.
- Click Add User in the top right corner.
- In the modal that appears, fill in the following fields:
- First Name and Last Name
- Email: Used for login and system notifications
- Username: An alternate identifier that can be used for login
- Hospitals: Select one or more hospitals the user should have access to
- Roles: Assign one or more roles
- PID (optional): A badge ID number used for badge scans in Casechek Kiosk
- Click Save. The user will receive an invitation email to set up their account.
Editing a User
To update an existing user's information or access:
- Locate the user in the User Management table. Use the Search bar to find them quickly.
- Click into the table record or click on the ⋮ menu at the end of their row and select Edit User.
- Make your changes and save.
At the moment, you cannot edit a user's email or username within User Management. If an email or username needs to be edited, contact Casechek Support.
Resending an Invitation
If a user hasn't completed their account setup, you can resend their invitation email from the ⋮ menu on their row. Select Resend Invitation.