Investigator Role Access Information
Billing & Expenses | ||
User can access billing/expense items that belong to them / ones they have created or ones that are created and associated with them. | ||
User can access billing/expense items that belong to any investigator / other investigators. | ||
Case Detail | ||
User can access cases assigned to them. | ||
User can access cases assigned to an admin user. | ||
User can access cases of any investigator user / other investigators. | ||
User can see the client(s) of a case on the case details page. | ||
Case Note | ||
User can access case notes that are visible to them. | ||
User can access case notes that are visible to an Admin user. | ||
User can access case notes that are visible to all Investigators. | ||
User can access case notes that are visible to Clients. | ||
User can send email to an Admin user via the “Send Email” icon in the upper right (“Send Email” icon visible only on the case pages). | ||
User can send email to Investigators assigned to a case using top bar “Send Email” icon. (“Send Email” icon visible only on the case pages). | ||
User can send email to Clients on a case using top bar “Send Email” icon. (“Send Email” icon visible only on the case pages). | ||
Files: Audio | ||
User can access only audio they uploaded. | ||
User can access audio uploaded by an Admin user. | ||
User can access audio uploaded by Any Investigator. | ||
User can access audio uploaded by a Client. | ||
Files: Documents | ||
User can access document uploaded by them or documents which visibility is set to “All”. | ||
User can access documents which visibility is set to “Office Only” or “All”. | ||
User can access documents which visibility is set to “Investigator” or “All”. | ||
User can access documents which visibility is set to “Client” or “All”. | ||
Files: Photos | ||
User can access photo(s) they have uploaded. | ||
User can access photo(s) uploaded by any Admin user. | ||
User can access photo(s) uploaded by any Investigator. | ||
User can access photo(s) uploaded by a Client user. | ||
Files: Video | ||
User can access video they have uploaded. | ||
User can access video uploaded by any Admin user. | ||
User can access video uploaded by any Investigator. | ||
User can access video uploaded by a Client user. | ||
Report | ||
If an investigator has VIEW access then they can download a Word Report from the “Report” tab. | ||
Report Entries | ||
User can only access report entries they have created. | ||
User can access report entries created by admin user(s). | ||
User can access report entries created by any investigator user. | ||
Time Tracker | ||
User can access/manage their own time tracker details. | ||