<< Click here to display Table of Contents >> Navigation: Managing the CaseMap Admin Console > Setting Up Roles and Users > Creating Roles:
Reference the following table for a complete listing of role permissions you can apply for CaseMap administrator and case user rights. Permissions will vary for the types of administrator roles and case user roles you set up.
Role Permissions
Admin Options
CaseMap User Options
Administer any CaseMap case
Create local cases
Administer assigned CaseMap cases
Create local case templates
Administer server configuration
Open local cases
Alter any case
Open SQL case templates
Alter assigned cases
Administer local case staff
Alter any index location
Create replicas of SQL cases
Alter any role
Create replicas of local cases
Alter any SQL server
Open replica cases
Alter any user
Synchronize replicas
Connect Admin Console
Resolve synchronization conflicts
Create CaseMap 9 case
Convert replica into master
Create CaseMap 10 case
Rebuild case index
Create index location
Enable OCR
Create role
Create spreadsheets
Create SQL server
Delete spreadsheets
Create user
Rename spreadsheets
Delete any CaseMap case
Reorder spreadsheets
Delete any index location
Create case fields
Delete any role
Delete case fields
Delete any SQL server
Administer field security
Delete any user
Rename case fields
Export any CaseMap case replica
Increase description field size
Export any CaseMap case snapshot
Alter case field fixed list values
Export assigned CaseMap case replicas
Convert list fields between fixed and open ended
Export assigned CaseMap case snapshots
Administer ReportBooks
Upgrade any CaseMap case
Embed linked files in PDF reports
Upgrade assigned CaseMap cases
Import linked files
Import data from text files
Import e-mails from Outlook
Import Issues from NoteMap
Convert emails to PDF documents
Bates stamp PDF documents
Batch copy linked files or PDF documents
Batch print linked PDF documents
Administer case file viewers
Bulk change case linked file viewer
Bulk change case linked file paths
Bulk auto number records
Bulk field copy
Bulk field update
Bulk link case issues
Bulk delete all records in view
Run case scripts
Import my scripts
Alter my scripts
* Consider restricting access to advanced users who know how to write/edit scripts
Import all users scripts
Alter all users scripts
DocManager - Print to PDF
DocManager - Print to printer
DocManager - Print to TIFF
DocManager - Batch print to PDF
DocManager - Batch print to printer
DocManager - Batch print to TIFF
DocManager - Batch print with Bates stamps
DocManager - Send from Microsoft Outlook
Send from Microsoft Word
About roles and users
Creating roles
Creating users in the Admin Console
Mapping users