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Case/project-level permissions
Case/project-level permissions in the case/project submission form allow the user (case/project originator) to assign other users access to the case/project being created.
Feature available upon request
The case level permissions feature is a option that can be turned on or off per client. If you have followed these steps to enable case permissions and the links are still not showing up, please contact Tracker support for assistance. We have turned this option on for new client but older agencies may not have it enabled.
Allowing a user to assign permission
1. System admins, via user administration, must allow a user to assign case permissions to other users. To enable these options for a user edit that user's account in user administration. Much like editing information on a user, select the user account and move to the section "Case Level Permissions". By enabling any of the check box options you will allow a user to assign that specific right to another user.
Read Only: Assigned user can only read info on the case where permissions are assigned.
Add: Assigned user can add items to the case where permissions are assigned.
Update: Assigned user can update items in the case where permissions are assigned.
Change Custody: Assigned user can change custody on items in the case where permissions are assigned.
Assigning permissions when creating a case
1. To assign additional users permission to a case, click the Permissions link on the case/project submission form.
2. To assign users access to the case in question, select their names in the left column and move them to the right column by clicking on the button. When you are finished, click the button to save your new permissions.
No-access-users
When creating a new user in the system, you can elect to give him/her no access to cases within the system. When the new user logs into the system, all of the icons will be dimmed and inaccessible. However, once that user has been assigned to a case, the necessary functionality will be granted and the user can then proceed.
For more information about assigning permissions to groups of users, see the section on user administration.
