Review Administrator Role and Create New Roles

If you are the owner of the Case.one account you are automatically set up as an Administrator.   This means that you have full rights to view, add, edit and delete data in the program.  You can also make assignments to roles and groups for other users.

Administrator Role

  1. Click Administration in the bottom left navigation bar.
  2. Once on the Administration page, select ROLES in the left navigation bar.
  3. Click on Administrator.
  4. Make the necessary changes by checking or unchecking the access to specific sections and use the drop downs to select the level or permission you wish to give to a section.

 

Note: the Administrator has access to all data and access to all sections.   Sections Include Reports, Billing, Administration, and the Account.   View, create, edit, delete options are fully assigned. Also, we do not recommend changing the access scope for the account Administrator as there will be consequences when setting up other Users.

21.gif

Creating a New Role

You will not want everyone in your firm to have full Administrator rights.  Different roles can be set up for employees with appropriate access to the data and then assigned in his or her profile.  For example, you could create a role called Office Manager without access to billing data and then assign that role to the appropriate user.

  1. Click Administration in the bottom left navigation bar.
  2. Once on the Administration page, select ROLES in the left navigation bar.
  3. Click on New Role.
  4. Enter the Role Name and brief description; click Add.
  5. Make the necessary changes by checking or unchecking the access to specific sections and use the drop downs to select the level or permission you wish to give to a section.


22.gif