Users vs. Employees

employee v user1 - Users vs. Employees

Users

Users are the login accounts used to access Case UI. Users can have one of three roles: Users, Administrators or Restricted.

Employees

Employees are personal profiles of the firm staff. A profile includes name, job title, contact info, etc. These profiles are used to assign cases, tasks, or various actions.

A firm can have employees who may not have access to Case UI but execute tasks related to cases or clients. Similarly, a firm can have employees who may also have access to Case UI.

License impact

You purchase the number of Users who will use Case UI. You can have unlimited number of Employees.

employee v user2 - Users vs. Employees
employee v user3 - Users vs. Employees

Example

John Doe is an employee who will use Case UI. So, John will have an Employee profile AND a User login. The same Email must be used in both Employee profile and User login.

Mike Smith is an employee who will NOT use Case UI. So Mike will have an Employee profile BUT not a User login.

Updated on August 11, 2021