Account Permissions Guides

Permissions

Users of the system are provided different access permissions based on their role. There are two types of role – Outreach and Case Office. Any user can have both an Outreach role and a Case Office role.

In addition to Outreach and Case Office roles, a Domain Admin role also exists with the highest level of permissions. These users can perform operations for the Case Office and Outreach users, and make changes that affect all Contact Groups and Case Offices across an entire Domain.

Note: If you are a Populus user, please see this FAQ to see how Populus role names map to the standard role names in this guide.

Case Office Roles

Case Office roles define what a user can do specific to Case Work. This includes finding, creating, and updating Cases as well as Case Office Administrative tasks.

There are three permission levels for Case Work accounts:

1. Office Admin
2. Office Staff
3. Office Basic

Office Admin

This user can manage any configurations related to their assigned Case Office, including:

• Case Category management
• Adding / removing staff to or from their Case Office
• Creating new Case Work users (at any permission level)
• Configuring Email settings
• Managing Email templates
• Managing Case intake templates
• Setup and Manage Inbound Channels

Office Staff

This user can manage all of their Case Office’s cases, including cases marked as Confidential. However, they cannot do any of the Case Office administrative work listed above.

Office Basic

These users can only manage unassigned cases or cases that are specifically assigned to them. They are unable to view cases marked as Confidential.

The table below provides an overview of each role’s permissions:

Case Work Functions	Domain Admin	Office Admin[1]	Office Staff	Office Basic
Create/Edit/Delete any level Office User	✔	✔	☓	☓
Create Case Offices	✔	✔	☓	☓
Edit/View Case Offices	✔	✔	☓	☓
Move Case to Another Case Office	✔	✔	☓	☓
Delete Case Offices	✔	☓	☓	☓
Create/Edit/View/Delete Confidential Cases	✔	✔	✔	☓
Purge Confidential Cases[2]	✔	✔	☓	☓
Create/Edit/View non-Confidential Cases	✔	✔	✔	✔
Delete non-Confidential Cases	✔	✔	✔	☓
Purge non-Confidential Cases2	✔	✔	✔	☓
Create/Edit/Delete Domain Case Categories	✔	✔	☓	☓
Edit Domain Case Intake Templates	✔	☓	☓	☓
Create/Edit/Delete Case Office-Specific Categories	✔	✔	☓	☓
Manage Case Office-Specific Intake Templates	✔	✔	☓	☓
Manage Domain Email Templates	✔	☓	☓	☓
Manage Case Office Email Templates	✔	✔	☓	☓
Manage Inbound Channels	✔	✔	☓	☓

[1]For Assigned Case Offices Only
[2]Purging a Case will permanently delete all records for the Case.

Outreach Permissions

There are five different levels of outreach user. These are:

1. Outreach Director
2. Outreach Manager
3. Outreach Staff
4. Outreach Basic
5. Data Entry

Outreach Director

Outreach Directors can manage their assigned master contact group as well perform all of the functions of users listed below.

Outreach Manager

Outreach Managers have the ability to create and manage contact groups in addition to the functions listed below.

Outreach Staff

Outreach Staff can manage contacts and activities, and can  create target criteria.

Outreach Basic

These users can only manage contacts and update outreach activities. They cannot merge contacts or create activities.

Data Entry

Data Entry users have the lowest level of permissions and are restricted to updating activities.

No Outreach

If you wish to disable outreach functions entirely for a system user, there is an option to select No Outreach as a role. This might make sense for users that are strictly involved in Case Work as an example.

Outreach Functions	Domain Admin	Outreach Director	Outreach Manager	Outreach Staff	Outreach Basic	Data Entry
Create/Edit/Delete any level of Outreach User	✔	✔	☓	☓	☓	☓
Create Master Contact Groups	✔	☓	☓	☓	☓	☓
Edit/View Master Contact Groups	✔	✔	☓	☓	☓	☓
Delete Master Contact Groups	✔	✔	☓	☓	☓	☓
Create/Edit/View Contact Groups	✔	✔	✔	☓	☓	☓
Delete Contact Groups	✔	✔	☓	☓	☓	☓
Create/Edit/View Contacts	✔	✔	✔	✔	✔	☓
Delete Contacts	✔	✔	✔	☓	☓	☓
Import Contacts	✔	✔	☓	☓	☓	☓
Merge Contacts	✔	✔	✔	✔	☓	☓
Create/Delete Outreach Activities	✔	✔	✔	✔	☓	☓
Update Outreach Activities	✔	✔	✔	✔	✔	✔
Create/Edit/Delete Domain Tags	✔	✔	☓	☓	☓	☓
View Domain Tags	✔	☓	☓	☓	☓	☓
Create/Edit/Delete Contact Group Tags	✔	✔	✔	☓	☓	☓
View Contact Group Tags	✔	✔	✔	✔	☓	☓
Create/Edit/Delete Domain Wide Target Criteria	✔	☓	☓	☓	☓	☓
Create/Edit/Delete Contact Group Target Criteria	✔	✔	✔	✔	☓	☓