Administrators are always able to manage and view users' caseloads in the Administrator Dashboard. If you decide to deny providers the permission to manage their own caseload, an administrator will have to add or remove students from a provider's caseloads.

Managing a User's Caseload

To manage a user's caseload, go to the User page in the left-hand navigation.

Find the user's name on the page and click to see their profile. Once in the user's profile, you will see the caseload information on the right-hand side of the page. If there are students currently on the user's caseload, you will see them listed. 

Click "Edit" next to the Caseload header to open the editor.

Once the caseload editor is open, check the box next to the students you would like to add to the user's caseload. To remove a student from a caseload, uncheck the box. When you finish editing, click "Save" in the bottom right-hand corner of the editor.