User Roles and Permissions in Casebook

Every user in Casebook can have one or more roles, which dictates what they can see or do in Casebook. Some roles come with Casebook by default. You can make your own custom roles too.

Applies to: 
cb admin

These are the roles that are automatically available to use:

  • Admin
  • Application Portal User
  • Engage Observer
  • Engage Supervisor
  • Engage Worker 
  • Intake Observer
  • Intake Supervisor
  • Intake Worker
  • Provider Observer
  • Provider Portal User
  • Provider Worker
  • Provider Supervisor
  • Reporting Admin
  • Reporting Observer

Permissions

Each role has certain permissions. The permissions are:

  • Create: This allows users to create things. For example, users can create provider profiles in cb Track, create applications in cb Access, etc.
  • Edit: This allows users to edit things. For example, users can edit details in provider profiles in cb Track, edit details in person profiles, etc.
  • Delete: This allows users to delete things. For example, users can delete provider profiles in cb Track, delete people from the system, etc.
  • View: This allows users to view things. For example, users can view provider profiles in cb Track, view person profiles, etc.
  • User's Assignments Only: Available in cb Engage and cb Intake, this allows users to only View, Edit, or Delete records that are assigned to them. For example, users will only be able to access records assigned to themselves, other records will be blocked from access. 

How to manage Roles and Permissions in cb Admin: