This topic provides answers to frequently asked questions regarding the Case Management component.
Security Groups are created under Manage Security. See Create a New Security Group for procedures.
System Permission are assigned at the time a new Group is created under System Administration. See Create New Groups for procedures.
Yes. The following default templates are provided to assist with setting permissions for common workflows: Case Admin - ADD, Review Manager - ADD, Internal Reviewer – ADD (review case only), External Reviewer – ADD (review case only, and External User – ADD (review case only).
Security group permissions can be dragged and dropped on an individual case, code name, ClientThe highest level in the ADD hierarchy. A Client is required to create a case., or Managing ClientManaging clients provide the basis of the relationship between cases and reviewers (groups and users). This can be thought of as a one-to-one relationship. For example, the law firm is called Attorney Group Limited, PLLC, and it would have multiple managing clients (Globex, Consolidated Industries, etc.). These managing clients will then have their own clients and cases. For Service Providers, who host their own multiple customers, all clients may be associated with a single managing client. For example, the managing client is called Service Providers, Inc., and it may have one or more clients that are associated with it. These managing clients will then have their own clients and cases.. See Assign Permissions for details.