Adding users to cases
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Transcript review often requires a team of staff to help review depositions and transcripts for a case. Having a TextMap license does not allow users to open cases. Staff must be added as users to a case before they can access it within TextMap. New users can be added to a case at any time.
You can add new case staff even if you did not create the TextMap case. Although TextMap suggests typing a first name, followed by last name, your organization can set standards for how staff members’ names should be entered. You must have a case open to assign case staff.
There is no limit to the number of users a case can accommodate, though we suggest you keep user access limited to case staff to preserve the integrity of your case data.
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For more information on how to create SQL cases, refer to your CaseMap Server documentation. You cannot add, modify, or delete users for SQL cases in TextMap. Managing SQL case staff is done in the CaseMap Admin Console. |
The Case Staff dialog box opens. Notice that the user name you used to log on already displays in the Case Staff box.
A message states that the password for this user is <blank>. Click the Modify button to edit the user name.
The Case Staff dialog box now lists the new staff member.
The new user can set a password as soon as he or she logs into the case. You can continue adding users to the case in this same manner any time. |
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