Permissions by Role in Casebook

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.