Viewing CaseMap permissions

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.

 

hmtoggle_plus1To view a complete listing of CaseMap role permissions

 

 

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

* Consider restricting access to advanced users who know how to write/edit 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

 

 

 

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Need additional help? Email the CaseMap Support team at: casemap.support@lexisnexis.com, or contact a support representative at 1-800-833-3346 (option 3). The CaseMap Support team is available between the hours of 9:00 a.m. to 9:00 p.m. Eastern Time, Monday - Friday.

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