Roles are a new feature introduced in CaseLocker v0.8.06 (General Release v0.8.08)
All organizations in CaseLocker begin with a "Default" role, which grants all permissions. All users must have a role. Users without a role are unable to access any administrative pages.
To set a user's role, edit the user and begin typing the name of the role you want to apply in the "Security" section of the user editor.
Note: A user with Organization Admin permission overrides their role.
Permission Classes
Permission Classes are set to one option, and all lesser permissive options are granted. For example, if you grant Bulk Creation for Contacts, the user can also view, edit, and create contacts.
Templates
Controls access to modifying and creating form templates. This class has 2 options:
- No Access: Do not permit users with this permission to create or modify templates. Users can still search and view the names of all templates in your organization.
- Full Access: Grant this user the ability to create and modify templates.
Contacts
Controls access to editing, creating, and performing bulk operations on Contacts
- View: Users can only view Contacts and their details.
- Edit: Users can edit, but not create contacts.
- Create: Users can create contacts individually
- Bulk: Users can perform bulk operations.
Contact Messages
Controls the ability to view and send contact's messages.
- No Access: Do not permit users to view or send messages.
- View: Users can only view messages.
- Create: Users can send individual messages to individual contacts
- Bulk: Users can use the Bulk Messaging service to send messages to multiple contacts.
Contact Messages Read
Controls access to modifying a message's read state. This class has 2 options:
- No Access: Do not permit users to view or modify the read state of a message.
- Edit: Allow the user to view and modify the read state.
Contact Files
Controls access to files uploaded to a contact (not forms).
- No Access: Do not permit users with this permission to view or upload files to a contact.
- View: Allow users to view, but not upload or delete files uploaded to a contact.
- Create: Allow users to view and upload files to a contact, but not delete.
- Delete: Allow users to view, upload, and delete files from a contact.
Cases
Controls access to modifying and creating Cases.
- View: User can only view cases.
- Edit: User can edit a Case's details, but cannot create new cases.
- Create: User can edit and create new Cases.
- Bulk: User can bulk add cases to contacts.
Forms
Controls access to editing and creating new forms.
- View: User can only view forms, not edit or create new ones.
- Contact: User sees what a contact sees on the form, including conditional rules and validation. This user can also submit a form on behalf of a client, but cannot make changes if a form is already submitted, and cannot change its status.
- Edit: Allow a user to edit a form, including its answers.
- Create: Allow a user to create a new form.
- Bulk: Allow a user to create forms in bulk.
Form Answer Review
Controls access to the answer review components.
- No Access: Do not permit users to view or write comments, or set an answer status.
- Full Access: Grant this user the ability to view or write comments and set answer status.