Case Roles

Case roles are different to regular roles.

 

They have these characteristics:

  • You can use a case role to specify the access rights and permissions available to any user who has a particular role in a case.

    For example, you might want to allow any user with a photographer role to have read access to general case notes, and edit access to scene examination case notes.

  • Case roles are like teams but they're specific to cases. Teams are system-wide and available to all cases in a business region or unit.

  • Case roles only apply to case types. You can use them to specify access to any case notes and tasks that are part of the case.

    Case roles don't apply to Incident or Information Reports or any other source entity.

  • Case roles are specific to individual cases.

    For example, if cases A and B have a photographer case role, an assigned user who has this role in case A doesn't automatically get access to anything in Case B.

  • You can set up system-wide default case roles and the access rights associated with those roles. Use the Case Role system code table and the case entity types for this.

  • Only an admin user can set up system-wide case roles.

    Any user with the Can add security access permission can set up ad hoc case roles.

  • One or more users can be assigned to any case role in a specific case.