Case Tracker administrators can create custom roles based on an individual’s job title, party status, or any other criteria, and can assign specific permissions to that role.
Find All Roles
To view a list of all roles on your account, click on the Roles Tab on the Left Navigation Menu to view all roles in a table view.
Add a New Role
To add a new role, open the Roles Tab on the Left Navigation Menu, then click the New Role Button on the top right of the Roles Table.
On the New Role Page, enter the name of the role and a description for the role. Use the checkboxes to select permissions to apply to that role, or de-select permissions to remove that capability from the role.
Edit an Existing Role
To edit an existing role, open the Roles Tab, then click on the name of the role to edit.
On the Edit Role Page, you can edit the name and description of the role, and edit the assigned permissions.
Assign Permissions
To edit a user’s role, open the Users Tab on the Left Navigation Menu, then locate the desired user in the table. Click on their name to open the Manage User Page.
On the Manage User Page, click the Edit Button at the top right of the screen.
On the Manage User screen, use the Role drop-down menu to assign or adjust the users role, then click Update at the top right of the screen.
Learn more about managing users on your account.
Delete a Role
To delete a role, you must first either deactivate all users who are currently assigned to that role, or you must reassign them to a different role.
Once there are no more active users assigned to a role, you can delete the role by clicking the Delete Icon to the right of the role name.
