Security Roles - Cases Access

Modified on Thu, Apr 17 at 3:27 PM

Adding Case Permissions to New Security Roles

When creating a new security role, Manager users can assign one of the following permissions below to dictate the level of access the role has to the Cases feature in ControlCheck. 

Cases Access

No AccessRestricts the user from accessing cases. The Cases item is not displayed in the navigation bar.
ViewerAllows the user to view all cases within the organization without making changes or performing actions on the case.
CollaboratorAllows the user to contribute to cases, but not open or close them. Restricts visibility only to cases they are collaborators on.
OwnerAllows the user to open cases and be added as collaborators to existing cases. Restricts visibility only to cases they own or are collaborators on.
AdminAllows the user to see and make changes to any cases opened within the organization.

Additional Training Resources

For specific training on how to add case access to new security roles, we recommend you take the Manage Tab Part 1: Application Management eLearning course.

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