Overview
The Members section provides a directory of CaseBender users and the controls available for managing their access. Open Settings → Account → Members. What you can view or change depends on your role and assigned permissions. Administrative controls are available to authorized Super Admins and Organization Admins.Find a member
Use the member list to:- Search by name or email address
- Filter by role
- Review team and role counts
Invite a member
Inviting members requires user-invite permission and an administrative role.1
Open Members
Go to Settings → Account → Members.
2
Open the invitation form
Select Invite member.
3
Enter the member's email
Provide the email address associated with the new account.
4
Assign access
Select an organization and an appropriate role. Team assignment is optional; if selected, the team must belong to the chosen organization. Organization Admins can provision only within their scope, and only a Super Admin can assign the Super Admin role.
5
Submit the invitation
Select Send invitation, then follow the outcome shown by CaseBender.
Delivery and activation
CaseBender chooses SMTP in this order: the effective organization-scoped SMTP integration, a visible-to-all SMTP integration, then the legacy or global SMTP configuration.- With working SMTP, the new account remains Pending and receives one single-use acceptance link that expires after 72 hours. Accepting the invitation sets the password and activates the account.
- If no valid SMTP configuration exists, CaseBender creates a random, policy-compliant 20-character temporary password, displays it once to the administrator, and requires the member to change it at first sign-in.
- If configured SMTP delivery fails, CaseBender does not silently issue a password. The result screen offers Retry email or the explicit Issue temporary password fallback.
- If the email belongs to an existing active user, CaseBender assigns the organization, optional team, and role without resetting credentials. A notification is attempted when SMTP is available, but notification failure does not undo the assignment.
Create an account as Super Admin
Only Super Admins can use Create account. Select an organization, an optional team from that organization, and a role. Choose either a server-generated initial password or provide a policy-compliant initial password. Require password change is enabled by default and can be changed before creation. For enterprise-managed identities, your organization can also provision users through SCIM, Just-In-Time provisioning, and identity-provider group mapping. See Authentication.Review member details
Open a member to review:- Avatar
- Email address and account status
- Display name
- Team assignments
- Scoped roles
Update a member
Name and avatar
A user can update their own name and avatar. Super Admins and Organization Admins can update these fields for users within their administrative responsibilities.Roles
Authorized administrators can change a member’s role from the member detail page.Team assignments
Use the member detail page or the relevant team page to review team membership and team-scoped roles. Removing a member from a team also removes role assignments scoped to that team.Remove a member
Member removal requires user-delete permission and an administrative role. The interface prevents most administrators from deleting their own account. Before removing a member:- Reassign active cases, alerts, and tasks.
- Revoke or replace credentials and integrations that depend on the member.
- Preserve records required by retention or legal-hold policies.
- Confirm that automated identity provisioning will not recreate the account unexpectedly.
Access and permissions
- All authenticated users can open the Members section.
- Invite and delete actions require explicit user-management permissions.
- Role changes require administrative role-management permission.
- Users can edit their own supported profile fields.
- The server validates each mutation independently of the controls shown in the interface.
Provisioning strategies
Manual administration
Use the Members interface for individually managed accounts and targeted role or team changes.SCIM
Use SCIM when your identity provider should control account creation, profile synchronization, and deprovisioning.Just-In-Time provisioning
Use JIT provisioning to create approved users when they first authenticate through SSO.Group synchronization
Map identity-provider groups to CaseBender organizations, teams, and roles for repeatable access assignment.Operational recommendations
- Review pending and elevated accounts regularly.
- Remove access promptly when responsibilities change.
- Avoid granting administrative roles as a convenience.
- Verify organization and team scope after every role change.
- Use your identity provider as the source of truth when automated provisioning is enabled.