Access to Source Entities

Security profiles control access to cases, incident reports, and information reports.

An Access tab is available on all source entity screens. It shows who can see and change a source entity.

The Selected field under the Access tab shows the designations, teams, and users who have access to the selected source entity. Users with permission to remove security access can use the Selection arrows to manage access.

The case officer for a case can edit the case and the case notes.

Some users and teams automatically have access to some source entity types. See Access by Default.