Role Permissions Matrix

These are the default permissions by role for the general system permissions:

Type Permission Sys Admin Administrator Advisor Staff Third Party Citizen
General Allow assignment of Groups to a Case Yes Yes Yes Yes
General Allow imports to be triggered Yes
General Create case filter with public visibility Yes Yes
General Create case filter with user group visibility Yes Yes Yes Yes
General Create case filter with user type visibility Yes Yes Yes
General Import case data Yes Yes
General Import person data Yes
General Link a user account to a person record Yes Yes Yes
General Manage all organisations Yes Yes Yes
General Manage people Yes Yes Yes
General Show case create button Yes Yes Yes Yes
General Show New Person button on dashboard Yes Yes Yes Yes
General View all cases Yes Yes Yes
General View all cases in group Yes Yes Yes Yes Yes
General View all organisations Yes Yes Yes Yes
General View all People Yes Yes Yes Yes


These are the default permissions by role for the system setting permissions:

Type Permission Sys Admin Administrator Advisor Staff Third Party Citizen
Settings Add new service API Keys for all users Yes Yes
Settings Add new Service APIs Yes Yes
Settings Add person notes Yes
Settings Assign user privilege level Yes
Settings Delete service API Keys for all users Yes
Settings Delete Service APIs Yes
Settings Disable users Yes Yes Yes
Settings Edit existing Service APIs Yes Yes
Settings Invite all users Yes Yes Yes Yes
Settings Invite all users into the current user's group Yes Yes Yes Yes Yes
Settings Manage account email settings Yes
Settings Manage account icons Yes Yes
Settings Manage all Case Type Groups Yes Yes
Settings Manage all user groups Yes Yes
Settings Manage all user roles Yes
Settings Manage all users Yes Yes
Settings Manage branding settings Yes Yes
Settings Manage case dates definitions Yes Yes
Settings Manage case fields Yes Yes
Settings Manage case forms Yes Yes
Settings Manage case statuses Yes Yes
Settings Manage case table columns Yes Yes
Settings Manage case transitions Yes Yes
Settings Manage email templates Yes Yes
Settings Manage integration settings Yes Yes
Settings Manage letter templates Yes Yes
Settings Manage rules Yes Yes
Settings Manage services Yes Yes
Settings Manage the membership of a case Yes Yes Yes Yes
Settings Manage user registration settings Yes Yes
Settings Manage user types Yes
Settings Manage users in the current user's group Yes Yes
Settings Manage webhooks Yes Yes
Settings Set note as person alert Yes
Settings View all service APIs Yes Yes
Settings View all Users in the application Yes Yes
Settings View all Users in the current user's groups Yes Yes Yes
Settings View all Users of the same type as the current users Yes Yes Yes Yes
Settings View person notes Yes
Settings View service API Keys for all users Yes Yes


These are the default permissions by role for case and reporting permissions:

Type Permission Sys Admin Administrator Advisor Staff Third Party Citizen
Case Add attachments Yes Yes Yes Yes Yes
Case Add case comments Yes Yes Yes Yes Yes
Case Add case notes Yes Yes Yes Yes Yes
Case Add library attachments Yes Yes Yes
Case Allow assignment of self to cases Yes Yes Yes Yes Yes
Case Allow submission of case forms for transitionss Yes Yes Yes Yes Yes Yes
Case Approve attachments Yes Yes Yes Yes
Case Assign all users within type Yes Yes Yes
Case Assign users within group Yes Yes Yes Yes
Case Change case status Yes Yes Yes Yes Yes Yes
Case Create a case Yes Yes Yes Yes Yes
Case Delete all attachments Yes
Case Delete attachments Yes Yes Yes Yes
Case Edit attachments Yes Yes Yes Yes
Case Edit case values Yes Yes Yes Yes Yes
Case Export cases to csv Yes Yes Yes Yes Yes
Case Send messages Yes Yes Yes Yes Yes Yes
Case Set case alert note Yes Yes Yes Yes Yes
Case Timeline Yes Yes Yes Yes Yes Yes
Case View all cases for Services that the current user can access Yes Yes Yes Yes
Case View case history details Yes Yes Yes Yes Yes
Case View case letters Yes Yes Yes Yes
Case View case notes Yes Yes Yes Yes Yes
Case View events Yes
Case View external case references Yes Yes Yes
Case View message list Yes Yes Yes Yes Yes
Case View reports Yes Yes Yes

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