With Case Level Access Owners, Primary and Custom role admins with ‘Manage Access -Edit’ permissions, can now restrict or grant additional access to specific sections of a case overriding role-based permissions on individual cases as needed. They can also grant this functionality to lower level admins on a case specific basis as needed. This functionality allows for more granular access control during the administration of individual cases.
By using a combination of user roles, individual access assignment, and case-specific restrictions, you can establish granular control over user permissions in AllVoices and override default settings when necessary to ensure the highest level of security and data privacy.
To enable ‘Manage access edit permissions’ for a custom role select this box when configuring the role.
What’s Changing?
- Previously, which sections of the case an admin could access was based exclusively on their role. Today Owners, Primaries or Custom role admins with ‘Manage Access -Edit permissions’ can override role-based permissions on individual cases as needed under ‘Manage Access’. They can also grant this power to lower level admins on individual cases as needed.
- For example: An Owner could grant a Sub admin ‘Manage Access-Edit Permissions’ on a specific case enabling that sub to restrict or upgrade anyone's access on that case regardless of their role or hierarchy
- Previously your AllVoices CS Rep needed to add system Owners on your behalf. Now, Owners and Custom Role admins with ‘Settings and Configurational Features’ access can add other Owner Admins directly in your AllVoices’ dashboard.
- Explicit Case level permissions will be retained at role change even if new role doesn’t permit that permission on other cases it overrides their role
- For example I’m given view only access to messages as a sub admin and I get downgraded to a manager at the role level, for that specific case(s), I can still see the messages for that case only
What’s New?
On individual cases under ‘Manage Access’ Owners, Primaries or Custom role admins with ‘Manage Access -Edit permissions’ will now be able to grant or restrict other admins access to specific sections of the case, regardless of that admin’s default permissions as defined by their user role.
This power can also be granted to lower level admins on individual cases as needed. To do so, click on the desired admins name and enable Manage Access- Edit Permissions.
Admins with edit permissions can change admins’ case specific access by clicking the “Edit Permissions’ icon next to the admin’s name.
You can then change the default permissions as defined by their user role for that individual case only.
For example: you may want to restrict certain parts of the case for confidentiality but retain the admins access to other portions of the case. You can also override default access and grant permissions to sections beyond what the user’s role allows in the event it is inhibiting the workflow.
However, it’s important to note that when implementing overrides, it's best to adhere to the principle of least privilege, granting only the necessary permissions for the specific task or context.
The following case sections can be displayed or hidden. Upon pressing ‘Save’ the admin’s access to that section of the case will be updated accordingly.