Type the name of the Role that you are creating in the text box at the bottom of the Click ‘Save.’ You must set the privileges for the role next. Continue through steps below. ‘Set Click Privileges.’ The Role Name will appear at the top of the tab. Work completely through each step below and setting administrative privileges before you save. ‘Save’ when finished. – Set Privileges to Access Case/People Data in the Database These privileges work in sequence. The privileges in STEP 1 impact the Other Case/People Data Privileges in SETPS 2 & 3. Make your Selections in Steps 1, 2, and 3. Continue to Set privileges to Access Administrative Data in the Database STEP 1: Allow Users assigned to this Role to access data related to: Click one of the three options. See descriptions of each option below. Options for Case Access What this Privilege Allows and associated people This is the default setting for all roles in NCAtrak. Users with this assigned to the User have access to their own cases (cases that have their name and the people who are associated with their cases. Cases and associated people This privilege the users assigned to this role access to all case assigned to the User’s their agency is assigned to the case in a manner described above. Agency useful to give supervisors access to their subordinate’s cases all the cases in the CACs database. All Cases and associated This privilege users assigned to this Role, the privilege to people and people not associated people and people not associated with a case -entered associated with a case ‘Add Names’ function. People who will be entering cases should have that they can determine if a person is already entered into the record, or through Add Names. – STEP 2: Case Tab & Person Biography Privileges ‘None’ ‘View’, ‘Update’ The default is set to for each option. Select or for each privilege you want to give to users assigned to this role. See the description of each option in the table below. Options What will the users be able to access?
Type the name of the Role that you are creating in the text box at the bottom of the Click ‘Save.’ You must set the privileges for the role next. Continue through steps below. Click ‘Set Privileges.’ The Role Name will appear at the top of the tab. Work completely through each step below and setting administrative privileges before you save. ‘Save’ when finished. Set Privileges to Access Case/People Data in the Database – These privileges work in sequence. The privileges in STEP 1 impact the Other Case/People Data Privileges in SETPS 2 & 3. Make your Selections in Steps 1, 2, and 3. Continue to Set privileges to Access Administrative Data in the Database STEP 1: Allow Users assigned to this Role to access data related to: Click one of the three options. See descriptions of each option below. Options for Case Access What this Privilege Allows and associated people assigned to the User This is the default setting for all roles in NCAtrak. Users with this have access to their own cases (cases that have their name case and the people who are associated with their cases. Cases and associated people assigned to the User’s Agency This privilege the users assigned to this role access to all their agency is assigned to the case in a manner described above. useful to give supervisors access to their subordinate’s cases all the cases in the CACs database. All Cases and associated people and people not associated with a case This privilege users assigned to this Role, the privilege to associated people and people not associated with a case -entered ‘Add Names’ function. People who will be entering cases should have that they can determine if a person is already entered into the record, or through Add Names. STEP 2: Case Tab & Person Biography Privileges – The default is set to ‘None’ for each option. Select ‘View’, or ‘Update’ for each privilege you want to give to users assigned to this role. See the description of each option in the table below. Options What will the users be able to access?
ncatrakotNCAtrakUserAccountDocumentation.docx