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 Access | Restricts the user from accessing cases. The Cases item is not displayed in the navigation bar. |
Viewer | Allows the user to view all cases within the organization without making changes or performing actions on the case. |
Collaborator | Allows the user to contribute to cases, but not open or close them. Restricts visibility only to cases they are collaborators on. |
Owner | Allows the user to open cases and be added as collaborators to existing cases. Restricts visibility only to cases they own or are collaborators on. |
Admin | Allows 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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