All Collections
VIDEOS | Caseloads
VIDEO | Intro to Caseloads
VIDEO | Intro to Caseloads

This video provides an introduction to Caseloads in Bonterra Case Management.

Updated over a week ago

* Caseloads requires Bonterra Case Management to be using Role Based Permissions. If your Bonterra Case Management is still using Program Based Permissions, please view this article on Record Level Access which provides a similar solution:

Did this answer your question?