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Roles

Define User Roles and their permissions. Control what each role can do across the platform.

Default Roles​

Admin​

  • Full system access
  • Manage all settings
  • Create users
  • Manage roles
  • View audit logs

Project Admin​

  • Project-level administration
  • Manage team members
  • Configure workflows
  • View all cases
  • Create reports

Case Manager​

  • Create and manage cases
  • Assign cases
  • Create templates
  • Manage queues
  • View reports

Case Worker​

  • Create and update cases
  • Comment on cases
  • View assigned cases
  • Cannot delete cases
  • Limited report access

Case Viewer​

  • View-only access
  • See case details
  • View reports
  • No create/edit permissions
  • No admin access

Creating Custom Roles​

  1. Go to Organization Settings
  2. Go to Security → Roles
  3. Click New Role
  4. Set name and description
  5. Configure permissions
  6. Assign permissions
  7. Save

Permission Types​

Case Permissions​

  • Create cases
  • Edit cases
  • Delete cases
  • Change status
  • Assign cases
  • Add comments

Project Permissions​

  • Create projects
  • Edit projects
  • Delete projects
  • Manage team
  • Manage templates
  • Manage workflows

Administrative Permissions​

  • Manage users
  • Manage roles
  • View audit logs
  • Configure settings
  • Manage integrations

Assigning Roles​

Assign roles to users:

  1. Go to Users
  2. Select user
  3. Assign role
  4. Save

Users can have multiple roles.

Role-Based Visibility​

Users only see:

  • Cases they can access
  • Fields they have permission for
  • Actions they're authorized for
  • Reports they can create

Best Practices​

  • Create roles matching team structure
  • Assign least privilege needed
  • Document permissions
  • Review regularly
  • Audit role assignments
  • Train users on roles

See Also​