Mapping users

Mapping users is the process of matching up the users stored in a CaseMap or TextMap case that you are importing or manually registering with the users that are already registered with the CaseMap Server. Mapping a user automatically assigns that user to the case. Users must be assigned to the case in order to open it in CaseMap or TextMap.

When importing a case via the Import Local Cases feature, the Admin Console will attempt to automatically match up the users based on their names or user names (such as their Active Directory user names).

If you register the users with the CaseMap Server before importing a case, then you may not need to manually map the users afterward. If the Admin Console cannot find a match automatically, you can still map that user manually.

 

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We recommend you set up CaseMap Server users with assigned roles in the CaseMap Admin Console before importing a local case. This process allows you to map users from the CaseMap or TextMap Case Staff Member list to users defined in the CaseMap Admin Console after case registration succeeds.

 

 

Map Case Users

 

Example of the mapping user process:

Refer to the above graphic for the examples noted below.

•AttorneyC and ParalegalD are existing case staff that can be successfully mapped when an existing case is registered  because they already have user accounts set up in the CaseMap Admin Console.
•InvestigatorF and LitigatorS are existing case staff that need user accounts set up in the CaseMap Admin Console before they can be mapped and access the new SQL case version.
•SysAdmin and AttorneyD already have user accounts set up in the CaseMap Admin Console, but need to be assigned to the new SQL case (once it is registered) in order to access it.

 

hmtoggle_plus1To review mapping considerations

Please refer to the Mapping Users table for things to consider during this set up.

 

Mapping Users

If a user is not successfully mapped after importing a local case, this task can be completed later in the CaseMap Admin Console by selecting the SQL case, clicking the Action menu, and then clicking Map Case Staff Members.

If there are no non-mapped users, a message box displays stating that all users in the original case have been mapped. This message box will not display any CaseMap Server users that are already mapped to the case database.

If there are no users in a case when you register it, no message displays regarding whether to map users. If you right-click on a case without users, a message will display indicating that you need to assign users to a case.

The bottom list of mapped users remains empty and is only populated when you select a user combination and click the Map Users button.

 
hmtoggle_plus1To map case users
1.In the CaseMap Server pane, click SQL Cases.
2.Right-click on a case and click Map Case Staff Members.

Or click on the Action menu and select Map Case Staff Members.

3.In the Map Case Users dialog box, select a user in Unmapped case staff members box.
4.In the Unmapped CaseMap Server users box, select the same user name, then click Add.

The user now displays in the Mapped users box.

5.Click the New CaseMap Server User button if you want to add a new user to the SQL case file at this time.

New users added display in the Unmapped CaseMap Server users list so they can be mapped.

For more information, see Creating users.

6.Continue mapping case users until you are finished.
7.Click OK to save the users.

The mapped users can now access the SQL case version of this case.

Remember to assign users to roles. See Creating roles.

 

related_topics_buttonRelated Topics

 

 

Need additional help? Email the CaseMap Support team at: casemap.support@lexisnexis.com, or contact a support representative at 800.833.3346 (option 3). The CaseMap Support team is available between the hours of 9:00 a.m. to 9:00 p.m. Eastern Time, Monday - Friday.

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