Roles and Permissions
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      3. Roles and Permissions

      Permissions by Role in Casebook

      The tables below show what each default role can do.

      While the roles below have default permissions, the Admin can also customize roles or create new roles. You can create your own custom roles with different sets of permissions for different apps. Check out these articles to learn more about creating custom roles and to learn more about making changes to roles. 

      Admin

        View Edit Create Delete
      Admin Yes ✔️ Yes ✔️ Yes ✔️ Yes ✔️

      Note: The Admin role cannot be copied or edited. 

      Application Portal User

        View Edit Create Delete
      Portal Yes ✔️ Yes ✔️ Yes ✔️ Yes ✔️

      Note: The Application Portal User role cannot be copied or edited. Application Portal Users can only edit and view their own provider applications in cb Access. Application Portal Users can also access their user profiles to view or edit contact information. They cannot edit or view another person’s provider application.

      Provider Portal User

        View Edit Create Delete
      Provider Portal Yes ✔️ Yes ✔️ Yes ✔️ Yes ✔️

      Engage Observer - cb Engage

        View Edit Create Delete
      Engage Yes ✔️      
      People Yes ✔️      

      Engage Worker - cb Engage

        View Edit Create Delete
      Engage Yes ✔️- User's assignments only  Yes ✔️ - User's assignments only Yes ✔️  
      People Yes ✔️ Yes ✔️ Yes ✔️  

      Engage Supervisor - cb Engage

        View Edit Create Delete
      Engage Yes ✔️ Yes ✔️ Yes ✔️ Yes ✔️
      People Yes ✔️ Yes ✔️ Yes ✔️ Yes ✔️

      Intake Observer - cb Intake

        View Edit Create Delete
      Intake Yes ✔️      
      People Yes ✔️      

      Intake Worker - cb Intake

        View Edit Create Delete
      Intake Yes ✔️ Yes ✔️ Yes ✔️  Yes ✔️
      People Yes ✔️ Yes ✔️ Yes ✔️  

      Intake Supervisor - cb Intake

        View Edit Create Delete
      Intake Yes ✔️ Yes ✔️ Yes ✔️ Yes ✔️
      People Yes ✔️ Yes ✔️ Yes ✔️ Yes ✔️

      Provider Observer - cb Track

        View Edit Create Delete
      Provider Management Yes ✔️      
      People Yes ✔️      

      Provider Worker - cb Track

        View Edit Create Delete
      Provider Management Yes ✔️ Yes ✔️ Yes ✔️  
      People Yes ✔️ Yes ✔️ Yes ✔️  

      Provider Supervisor - cb Track

        View Edit Create Delete
      Engage Yes ✔️ Yes ✔️ Yes ✔️ Yes ✔️
      People Yes ✔️ Yes ✔️ Yes ✔️

      Yes ✔️

      Reporting Observer - cb Reporting

        View Edit Create Delete
      Pre-built Reports Yes ✔️      
      Custom Reports Yes ✔️      

      Reporting Admin - cb Reporting

        View Edit Create Delete
      Pre-built Reports Yes ✔️ Yes ✔️    
      Custom Reports Yes ✔️ Yes ✔️ Yes ✔️ Yes ✔️

      Note: Reporting roles cannot be edited or copied.