Users or User Groups can be given permissions to manage different setup data. Setup permissions provide flexibility and granularity so that non system or application administrators can manage setup data for the application. These permissions can be given to users and users groups in the system.
Navigate to Settings > System Configuration > Setup Permissions, and here you are able to view permissions to give to a user or user group per application.
Add a User or Group to Setup Permissions
Navigate to Settings > System Configuration > Setup Permissions > Grant Permissions, here you can either type in the username or group name of the user you wish to add or click the address book icon to select from the list of users or groups in eCASE.
Once you have selected the user/group that you wish to add, select the permission(s) that you would like to grant to the selected user/group by selecting the checkbox next to each permission.
The available setup permissions are:
Permission | Description |
|---|---|
Create User | Allows the user/group to create a new user in the platform |
Edit User | Allows the user/group to edit the user profile details for an existing user in the platform |
Delete User | Allows the user/group to delete an existing user in the platform |
Activate/Inactivate User | Allows the user/group to activate or deactivate an existing user in the platform. Inactive users cannot login or access any component of the eCASE platform. |
Manage Any User | Allows the user/group to create, edit, delete, and activate/inactivate existing users in the platform. This permission also allows the user/group to add or remove existing users from user groups. |
Manage Offices | Allows the user/group to create, edit, and delete Offices for the platform through Settings > Office Code |
Manage Choice Values | Allows the user/group to create, edit, and delete values for existing choice lists in Settings > Choice Lists. This permission does not allow the user to create new choice lists. |
Manage Choice Relations Values | Allows the user/group to create, edit, and delete values for existing choice list relations in Settings > Choice List Relations. This permission does not allow the user to create new choice list relations. |
Manage Priority Codes | Allows the user/group to edit, and View Priority Codes for the platform through Settings > Priority Code |
Manage Holidays | Allows the user/group to create, edit, and delete Holidays for the platform through Settings > Holidays |
Manage Sequences | Allows the user/group to create and delete Sequences for the platform through Settings > Sequences |
Manage User Groups | Allows the user/group to create, edit, and delete User Groups for the platform through Settings > User Groups. This permission also allows the user/group to add users to any existing user groups, except for the Admin user group. The user/group will be able to view all users that are currently in the Admin user group. |
Once you have selected the permissions, click Apply. The user/group will now have permission to configure the specified setup data.