Check out our On-Demand Roles and Permissions Configuration Videos
Welcome to the Collaborate Roles and Permissions Configuration series.
Access to various parts of Collaborate is granted via a User’s Role Permissions. This series will go over the process of configuring Role Permissions.
Roles and Permissions Configuration Series
- Permissions Page
- Permission Configuration - Case Access
- Permission Configuration - Intake Template Access
- Permission Configuration - Document Permissions
- Permission Configuration - Referral Module Permissions
- Permission Configuration - General Permissions
- Permission Configuration - Administrative Permissions
- Reviewing and Editing Role Permissions