How to set up access to your Sumac Case Portal
Sumac Case Portal provides your case managers with an online portal where they can access their client files, intake forms, and case notes easily and securely. They can also see any reminders assigned to them at a glance!
Sumac Case Portal is a sleek web app that allows case workers to manage cases, clients, and meetings on the go. It's included free with your Sumac Case Management subscription.
If you don't already have Case Portal enabled in your Sumac license, contact our Account Management team to get started!
To get started with your Sumac Case Portal, you need to give your Case Managers permission and access to this feature.
Setting up User Permissions
Login to Sumac as an administrator. From your main Sumac console, expand Utilities > Sumac Administration > Users. Click "New" to add a new user profile for a new Case Manager, or double-click the name of an existing Case Manager's user profile to update their permissions.
Below is an outline of the minimum permissions that must be in place to allow a Case Manager to access Case Portal:
- A Sumac User Login
- An attached Contact record for the Case Manager’s Sumac User Login.
- Full Permissions to Contacts
- Full permissions to Reminders
- Full or View own permissions to Case Plan and Case Notes
Note: the Contact record for this Case Manager must have a Contact Type of “Case Manager."
Sharing Access
Once all of your Case Managers' user permissions are in place, each Case Manager can go to: https://sumac.societ.com/ and login to their Case Portal!
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