Set-up · Office manager
How to invite the team
Add each person, choose their CaseBase access, and tick the shared inboxes they actually work from.
Step 1
Add them
Open Settings, then Team, and choose Add member. Enter their name and email, pick the IPSA job title from their contract, and set CaseBase access to Admin, Staff, Intern, or Member of Parliament. Admins and the MP can approve letters. Choose Send invitation.
Step 2
Choose what they can open
Open their name and go to the Access tab. Full access lets them open everything on the office plan. Turn that off to tick the areas they should use, such as Inbox, Constituents, Events or Settings, then choose Save.
Step 3
Choose their inboxes
On the Inboxes tab, under Shared, tick the queues they work from. A caseworker on housing does not need every shared inbox.
Related guides
The first morning after your data moves
After an overnight move, check that people you already know, their cases, and the new morning post are where the office expects them.
How to set up a surgery
Create a surgery with timed slots, book a constituent from their case, and print the sheet for the MP.
How the morning post lands in the right inbox
Rules, then Auto-pilot, file new threads before anyone sits down. The morning list is what is still unassigned.