Permissions

The Permissions button allows users to search for and view permissions, as well as add, edit, and remove permission for users. This is useful for applying permissions directly and only to a specific folder or assignment. The subsections below detail all permissions functions available within the Assignments tab.  

Add Permissions

To add permissions for a user:

1. Navigate to the Assignments tab of the selected case folder.

2. Click Permissions.
   
   

3. The Folder Permissions pop up window appears, and displays a list of users within the application.
   
   

4. Click Add. The Grant Permissions window appears.
   
   

5. Click the Magnifying Glass. A user list appears.
   
   

6. Click the checkbox next to the desired user.

NOTE: Users can click the checkbox in the column header to select all users within the window.

7. Click OK. The user list disappears.

8. Within the Grant Permissions window, click the checkboxes for the desired permissions. The example image below has several permissions selected within the Folder tab.
   
   

9. Beyond the permissions listed on the Folder tab, there are additional permissions available within the Attachments and Assignments tabs. If the required permission are associated with either tab, click the tab and select the permissions.

10. Click Apply Permissions. The Grant Permissions pop up window closes, and the selected user has been granted additional permissions.

Edit Permissions

To edit permissions for a user:

1. Navigate to the Assignments tab of the selected case folder.

2. Click Permissions.
   
   

3. The Folder Permissions pop up window appears, and displays a list of users within the application.

4. Select the desired user.
   
   

5. Click Edit. The Edit Permissions window appears, and displays the permissions that are already applied to the user.
   
   

6. Select or remove the checkboxes adjacent to the desired permissions.

7. Click Apply Permissions. The Edit Permissions window closes and the edited permissions are applied to the user.

View Permissions

To view permissions for a user:

1. Navigate to the Assignments tab of the selected case folder.

2. Click Permissions.
   
   

3. The Folder Permissions pop up window appears, and displays a list of users within the application.

4. Select the desired user.

5. Click View. The View Permissions window appears, and displays the permissions that are applied to the user.

6. Users can click the Attachments and Assignments tabs to view additional permissions.
   
   
   

NOTE: Users cannot alter any of the information present within the View Permissions pop up window. Authorized users can alter permissions via the Add, Edit, and Remove options.

Set Unique Permissions

When Set Unique Permissions is selected, all non-custom permissions applied to the case folder are removed, leaving only the unique permissions applied to the case folder (via the Add option). To set unique permissions:

1. Navigate to the Assignments tab of the selected case folder.

2. Click Permissions.
   
   

3. The Folder Permissions pop up window appears, and displays a list of users within the application.

4. Click Set Unique.
   
   

5. The Folder Permissions pop up window closes. Users can return the non-unique permissions to the default configuration, by opening the Permissions window and clicking Reset Unique.
   
   

Remove Permissions

Remove Permissions allows authorized users to select individual permissions and remove them from the case folder. To remove permissions:

1. Navigate to the Assignments tab of the selected case folder.

2. Click Permissions.
   
   

3. The Folder Permissions pop up window appears, and displays a list of users within the application

4. Select the user to remove permissions.
   
   

5. Click Remove. A confirmation window appears.
   
   

6. Click OK. The permissions window closes and the selected user has permissions removed.