Defining Roles and Permissions

Roles and permissions control access to functionality in ICM. For example, they control who can create a case or delete an entity.

You can use roles to logically group permissions according to the type of work a user does.

For example, you can have a case officer role and a team member role. Each role has a different set of permissions that enables or disables access to different areas.

Permissions control access to particular functions. Essentially, they determine what users can do.

 

Here are some examples:

  • Can Create a Case

  • Can Delete a Relationship

  • Can Download Document Files

  • Can Maintain Roles

    You can't use roles and permissions to grant access to individual cases, incident reports, information reports, and their associated entities (data access).

    Entities and source entities have their own access area that you can use to specify who can access them.