Overview

The account admin can invite additional users and assign them a role. Each role determines what a user can see and do inside Case Chronology.

Note: Only users with the Admin role can manage users and roles.

Accessing User Management

Click your initials in the top-right corner of the screen to open the navigation menu. Select User Management from the menu.

User roles

Feature	Admin	Staff	Presenter
View assigned cases	Yes	Yes	Yes (read only)
Create and edit cases	Yes	Yes	No
Upload documents	Yes	Yes	No
Add episodes and annotations	Yes	Yes	No
Run AI features	Yes	Yes	No
Create templates & presets	Yes	No	No
Manage users	Yes	No	No
Manage document collections	Yes	No	No
Duplicate or share cases	Yes	No	No
Access billing	Yes	No	No

Note: Presenters can only access cases they have been explicitly assigned to via Share access. They see a read-only view of selected areas within those cases.

Inviting a new user

Figure 1 — User Management screen

Open User Management from the top-right navigation menu.
Click Create user.
Enter the new user's email address.
Select their role: Admin, Staff or Presenter.
Click the Create button.

The invited user receives an email with a link to set their password. The link expires after 48 hours — you can resend it from the user list if needed.

Changing a user's role

Open User Management.
Find the user and click the menu icon next to their name.
Select Change role, choose the new role and confirm.

Note: Changing a role takes effect immediately. Always ensure at least one other admin account remains active before downgrading an admin.

Deactivating a user

Open User Management.
Click the menu icon next to the user's name and select Deactivate.

Deactivated users cannot log in but their activity history is preserved. You can reactivate them at any time from the same menu.

A2: Managing Users & Roles