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Description: In this guide, the user will learn how to create, link, edit, and manage Case Worker profiles.
*Please note: Case Workers can only log into the web portal and the mobile web full site, not the mobile app or mobile web.
Roles Required: Super User
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Funding Source - Access to all client accounts associated with the funding source
Region - Access to client information for a specific region or regions within the funding source. This gives the case worker access to all data associated with funding accounts that have the region(s) assigned.
Funding Account - Access to client information for the linked funding account
*Please note: Case Workers can only log into the web portal and the mobile web full site, not the mobile app or mobile web.
Create Case Worker Profile
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