Your user account

To make sure that you create your own cases and files, always log in to the demonstration database with your own user account.

  • If you have already been provided with your own username and password, you can go straight to Case Management.
  • If you have a generic username (admin or demo), follow the steps below to create your own user account.
  1. Open the Employee List by clicking the Employee List toolbar button: , or selecting Lists > Employee List from the main menu.
  2. Click the New tool bar button to create a new employee in the list.
  3. Enter the most important details: your first name, last name and User ID.
  4. Click Set Password and create the password.
  5. Click the Security Groups tab.

    6. Locate and select the Security group: System Administrator. Click Add>>. This will allocate you to the system administrators group, so that you have permission to access every part of Case Manager.

  6. Complete your personal details, including email address and phone contacts.
  7. Click Save.

You have now created your own Case Manager login and you can close the Employee List window.

You are still logged in as the Demo user.

So log off by selecting File > Exit. This will close Case Manager.

Then simply log in to Case Manager as you did before and this time enter your own username and password.

You are ready to start training with Case Management.