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 two roles: Users or Administrators.

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.

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

The connection between the Employee profile and the User login is Email.

Updated on July 12, 2020