Access to case files or forms is determined by user allocation to specific roles, giving you the ability to restrict permissions to certain functions based on the user's role.
View current role permissions
You can view the current roles and permissions following these steps:
Click the three-line menu.
Click Configuration, click Services.
Select the relevant service.
Click Roles.
Here you can see what each role can access.
Unable to view a form
If a specific role cannot see a form, it's likely that the role is missing the settings. You can add them by following these simple steps:
Click the three-line menu.
Click Configuration, then click Services.
Select the relevant service.
Click Roles, then edit the relevant role.
For the section they need to view, select the view, create or edit checkbox.
Unable to see a case file
If your user can't view the client or employee case file, it's likely they haven't been granted the correct permission. You can give permissions following these steps:
Click the three-line menu.
Click Client Records or Employee Records.
Select the client or employee, then click Roles.
Click Edit, then add the user or group to the specific role.
Click Update.