Roles

Every individual will be assigned to a role. These roles can be internal to the organisation or for your customers / citizens or third party suppliers to all access CXM. The role an individual is given equates to the access and actions that they will be able to see and perform within the platform. Case assignment is used to control which user roles a particular role can assign cases to. Currently it is not possible to assign cases to user roles outside of your user type. For example there may be a Supervisor role that enables staff to assign a case that has been escalated by a customer/citizen/student to a group of supervisors who will be able to deal with the case.

The optional Redirect URL is used for controlling the landing page once a user has signed in. This is useful for setting ‘MyAccount’ or 'MyPortal' for customers as the default landing page on sign-in or registration when CXM is integrated with other Continuum products from Jadu. There are four groups of privileges for each role. Every privilege can be set at a granular on/off at role level. This example shows some of the privileges under the settings option:

As an administrator you can amend the Permissions for each role. The following permissions are currently linked to a licensed role:

Link a user account to a person record

Manage people

Unlink a user account from a person record

Disable users

Invite all users

Manage case dates definitions

Manage case fields

Manage case forms

Manage case statuses

Manage case transitions

Manage case types

Manage rules

Manage services

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