Manage User Access

There are many features and functions in the CMS that some Investigator role users should have access to while other users should not.  The CMS provides the ability to define permissions on a user by user basis via the Manage User Access page. 

To create or change the access permissions for a specific user, click the Users tab, then click the Manage User Access icon, , on the row containing the user to be changed.  Access permissions can only be changed for users with an Investigator/non-Administrator role.

The Manage User Access page shown below will be presented and this page lists the different access permissions that an Investigator role can have.

  

 

To give a user a specific access permission, select the checkbox on the access permission row under the column 'Allow'.  To deny specific access permission, select the checkbox on the access permission row under the column 'Deny'.

 

A user is required to have 'Edit Report' permission to enable the 'Change Report Status' permission.

A user is required to have 'View Report' permission to enable the 'View Audit Log for Assigned Reports' permission.

 

When a user has Add/Edit permissions for a certain access, they are also given 'View' permission automatically.

 

Note:  When an investigator is given access to Analytics, the investigator will be able to view data related to all reports in the CMS.

Set Access Using Defaults

 

The default access buttons on this page provide default access permissions as described below.

Read Only

The default permissions for a Read Only user are limited to viewing reports the user has been assigned to.  This permission is typically provided to executives and support staff who need access to view report content and progress notes.

 

Default Investigator

The default permissions for an Investigator include managing reports which the user has been assigned to.   This permission is typically provided to users who perform the investigation of the report and provide report follow-up and outcome results.

 

Division Manager

The default permissions for a Division Manager include managing reports, users, and locations, divisions and incident types.  They can also assign investigators and access the analytics tab.  This permission is typically provided to users responsible for specific divisions/departments who are given similar rights as an administrator except they are unable to access administrator user’s profiles.

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