Roles & Permissions are rules, applied to a user, that dictate what that user does and does not have access to in

Collaborate and also what that user can and can not do in Collaborate.

Important Terminology

Before looking at Roles & Permissions, it is important to understand the following vocabulary:

A User is the individual logged into Collaborate and is using it. (i.e, You!)
A Role is used to define what type or kind of user someone is (i.e, Staff, Supervisor, Administrator, etc.)
A Sub Role is used to give the User additional access to Elaborate and Simple Services, as well as Documents and Notes.
Permissions allow Users to access the various parts of Collaborate. A user’s access to the different areas is dependent on the Role and Sub Roles that are assigned to that user. The Role’s Permission Settings are decided and defined by your Network Administrators.

Permissions Page

To access the Permissions page, you must:

From the Permissions page, you can view information related to existing roles and create new roles.

You can perform the following the actions using the actions on the left-hand side of the screen:

View Roles - Clicking this will refresh the entire page.
Create New Role - Clicking Create New Role will allow you to start the role creation process.
Admin Panel - Click Admin Panel to return the Admin tab

There are two main listviews on the Permissions page:

Role Permissions - Click View to access information about what the Role can do
Sub Role Permissions - Click View to access information about what the Sub Role can do

See the Roles & Permissions User Guide for information including:

Introduction to Roles & Permissions
Accessing Roles & Permissions
The Permissions Page
Role Permission Settings
- Case Access Permissions
- Document Permissions
- General Permissions
- Admin Permissions
Sub Role Permission Settings