Organization and Team

Articles on managing your organization, including users, locations, and localization settings.

Breadcrumbs

Organization and Team

Locations and Localization Settings

If your business operates in multiple locations, this is where you can add and manage them. You can have only one Head Office, which serves … Read more

Team Management

The Team module is the central hub for managing team members across all branch locations of your organization. It allows you to not only manage … Read more

Users and Roles

Create user Go to the Admin Panel. In the left-side panel, select Users. Click Add user. Enter user’s information, then click Save. Edit user first … Read more

Schedule Your Demo

Let us show you how CaseRM fits your practice - with a live, one-on-one demo from our team.