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CasePack Docs

Users & Roles

CasePack uses account roles and tenant memberships together. Account roles decide what a person can administer across the account; tenant memberships decide what they can do inside a specific tenant workspace.

Account Roles

Section titled “Account Roles”

Account roles are managed from Account Users by CasePack Admins.

RoleDescription
CasePack AdminAccount administrator. Can create tenants and manage account users. Admins are attached as Owner to tenant workspaces.
UserStandard user. Can access only tenants explicitly assigned to them.

Account Role Capabilities

Section titled “Account Role Capabilities”
ActionCasePack AdminUser
Access assigned tenants✓✓
Create tenants✓—
View tenant admin list✓—
Manage account users✓—

Tenant Roles

Section titled “Tenant Roles”

Tenant roles control access within a single tenant. A user can have different tenant roles across different tenant workspaces.

RoleDescription
OWNERFull tenant control. Can manage users, roles, and tenant data.
MEMBERRead/write access for day-to-day incident response work.
VIEWERRead-only access to tenant data.

Tenant Role Capabilities

Section titled “Tenant Role Capabilities”
ActionOWNERMEMBERVIEWER
View incidents and evidence✓✓✓
Create and edit incidents✓✓—
Upload and delete evidence✓✓—
Add and edit timeline events✓✓—
Complete milestones✓✓—
Request exports and reports✓✓—
Manage webhooks✓——
View audit log✓——
Change tenant roles✓——

CasePack Admins can manage users for the account even when they are not acting as the Owner of a specific tenant.

Team Members Page

Section titled “Team Members Page”

Navigate to Users to view users in the current tenant.

The page shows:

  • User display name and email
  • Tenant membership role
  • Disabled status when applicable
  • Active user count against the license limit
  • A Show disabled users toggle

Changing Tenant Roles

Section titled “Changing Tenant Roles”

Users with permission can change non-owner tenant users between MEMBER and VIEWER from the role dropdown.

Current restrictions:

  • Owner rows are not demoted from this page
  • Disabled users cannot have their tenant role changed
  • Creating users happens from Account Users, not from the tenant Users page

Account Users Page

Section titled “Account Users Page”

CasePack Admins use Account Users to create and manage users across all tenants in the account.

Creating a User

Section titled “Creating a User”
  1. Navigate to Account Users
  2. Click Create User
  3. Enter:
    • Email
    • First name and Last name (optional)
    • Account role — User or Admin
  4. For standard Users, select at least one tenant
  5. Choose the membership role for the selected tenants: OWNER, MEMBER, or VIEWER
  6. Click Create User

New users receive a login/action email from the identity provider. CasePack does not show or manage temporary passwords in the app.

Managing Existing Account Users

Section titled “Managing Existing Account Users”

From Account Users you can:

  • Search users by email or name
  • Show or hide disabled users
  • Change account role
  • Disable a user
  • Re-enable a disabled user

Admins are attached as Owner to tenant workspaces. Standard Users only see tenant workspaces assigned to them.

Tenant Switching

Section titled “Tenant Switching”

Users with access to multiple tenants see a tenant switcher in the app header. Switching tenants refreshes tenant-scoped pages such as Dashboard, Incidents, Evidence, Webhooks, Audit Log, and Users.

Tips & Best Practices

Section titled “Tips & Best Practices”
  • Use MEMBER for most responders who need to create incidents, upload evidence, and generate deliverables
  • Use VIEWER for stakeholders who need visibility without write access
  • Reserve OWNER for tenant leads who manage webhooks, audit access, and memberships
  • Give CasePack Admin only to people who should manage tenants and account users across the account
Section titled “Related Features”