Investigator Users

Information for managing investigator users

What do "Access Of" and "Access" refer to in the Roles & Access area?
What do the items for "Access Of" refer to? OWN: A user can access item created by them or belongs to them. ADMIN: A user can access items cr...
Wed, 17 Apr, 2019 at 4:41 PM
What does Own, Admin, Investigator and Client refer to in the Investigator Roles & Access settings
Investigator Role Access Information Billing & Expenses OWN   User can access billing/expense items that belong to them / ones they have create...
Thu, 18 Apr, 2019 at 9:38 AM
Can investigators enter case notes?
Yes. Check out this video training that can be provided to investigator users on how to enter and utilize the case notes feature inside their investigat...
Thu, 1 Aug, 2019 at 3:13 PM
What do investigators see when they login?
What an investigator user sees is determined by the Role given to them by the Account Administrator(s). This video provides an overview of what the Inve...
Fri, 2 Aug, 2019 at 10:29 AM
Permission setup for Investigators only to see Cases they're assigned to
In order for your investigators to only see the cases they are assigned to in CROSStrax you will need to configure their Roles and Access to match the below...
Tue, 22 Jun, 2021 at 10:00 AM