<< 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 CaseMap 11 case
Enable OCR
Create CaseMap 12 case
Create spreadsheets
Create CaseMap 13 case
Delete spreadsheets
Create index location
Rename spreadsheets
Create role
Reorder spreadsheets
Create SQL server
Create case fields
Create user
Delete case fields
Delete any CaseMap case
Administer field security
Delete any index location
Rename case fields
Delete any role
Increase description field size
Delete any SQL server
Alter case field fixed list values
Delete any user
Convert list fields between fixed and open ended
Export any CaseMap case replica
Administer ReportBooks
Export any CaseMap case snapshot
Embed linked files in PDF reports
Export assigned CaseMap case replicas
Import linked files
Export assigned CaseMap case snapshots
Import data from text files
Upgrade any CaseMap case
Import e-mails from Outlook
Upgrade assigned CaseMap cases
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
* 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