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Manage User Permissions

Learn how to update admin user permissions in Behavioral Case Manager.

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User Permissions:

User must have Manage Users permissions to complete the following steps. 

Click here for more information on how to manage a user’s permissions.

 

Update User Permissions

  1. Log into Case Manager.
  2. Navigate to the Admin tab.
  3. Locate the Manage Users node.   

 

 

  1. To select a User, click the three-dot Vertical Ellipsis and select Edit for the desired user.
  2. Locate the Permissions node. 
  3. Check to Enable permissions.
  4. Uncheck to Disable permissions.
  5. Click Save Changes.

Permission Options

Manage Users: User can create new users and edit existing user's settings.

Manage Teams: User can view and modify any team, even if they are not the team leader.

Manage District Guidance : User can create and edit district guidance. 

Manage System Customization: User can manage New Process Models, Customize Tags, Resources, and customize BCM Models Sections 

Manage Cases: User can view and modify any case, regardless of their team and gain access to Case Manager Analytics. 

Standard Access: User can acess cases assigned to their team, or those cases in which the user has been added as a guest.

Coordinator: Allows a given user nuanced access to various models. This can be used to give key stakeholders access to certain case types across teams, while restricting their access to other workflows.

A user given the Coordinator permission will have access to the Coordinator tab on their cases dashboard, allowing them nuanced access to specified model types.

Selecting Coordinator permission will allow for per-model access to be specified for a given Coordinator user. This access will apply to all cases in the district, ignoring team-based restrictions.

For a given model, as a Coordinator:

  • Read/Write allows for full edit-level access to cases of this type and allows a given user to create new cases of this type.
  • Read Only allows for full visibility of all cases of this model, but a given user cannot edit these cases or create new cases of this type.
  • No Access prohibits access to cases of a given model. Note: instead of access to a case, a Coordinator with No Access will instead see contact information for the team owning the case to request access.

     

Video Tutorial: Advanced Permissions (click to expand)

 

 
 

 

 

 

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