Removing, Adding Staff & Transferring Claims

 Staff turnover can sometimes be a real problem.  People come and go.  Removing and adding users in Casetrackerlaw is a process.  Claims and Reminders assigned to an existing user will need to be transferred to the new staff member.  To do this, follow the steps below.  All Casetrackerlaw systems have a user limit so adding users can be a little tricky.  Only the sadmin can access Manage Staff.

Step 1: transfer all claims and reminders to another staff member
Step 2: delete or archive the staff member

Step 3: add the new staff member
Step 4: transfer all claims and reminders to the new staff member

Transferring claims and reminders

Click “Manage Collectors” located in the red access links, either under the red Dashboard or in the Features drop-down menu.

Click the gray “Transfer Claims” button
From:
To:
Filter by Creditor: optional
Select Status Type: optional
Click Transfer
Click Assign (you can also transfer the reminders from this screen as well which means the step below is moot)

Click the gray “Transfer Reminders” button
From:
To:
Click Transfer

Removing Users (Users can also be archived)
Go to Settings > Manage Staff > click the little trashcan.

If the user has claims or reminders assigned, they will need to be transferred before deleting or archiving.

Adding Users (only sadmin can access Manage Staff)

Go to Settings > Manage Staff > click Add New Staff

The username is hard-coded and can’t be changed.

The password can be changed at any time for security reasons.

Email: optional (*will display in eMail drop-down under Status blue tab)

Staff Name: can be an alias

Status: what roll is this user assuming

Phone: optional

*Claim Status/Payment Access: yes or no > ability to update the client and post payments

*Reminder Edit/Delete Access: yes or no > ability to edit & delete reminders

*eMail Drop Down List: yes or no > the “From” email in status updates to clients

*Confirm Invoice Payment: yes or no > ability to confirm a client payment from an invoice
*Commission: if you are going to give this user a commission on the money they collect, enter a percentage rate (there is a report to calculate commissions)

Add Staff 

If you need help with this, click the Support link located in the red Access links under the red dashboard or in the Features drop-down menu in your system and send us a message.