New Case Management users can be created, or an existing Case Management user’s permissions copied to a new team member.
Log in to Synergy Case Management and click Security Manager in the Administration & Tools group on the ribbon.
Click Users in the User Management group on the ribbon to open the Users screen in a new tab.
Click Add New User within the List group on the ribbon to open a blank User Details form.
User Details panel
Click the required user Type from the drop-down list:
Password - Password users will be presented with a login screen and must provide their login credentials every time they log into Synergy Case Management.
Windows - A Windows user is granted access with their Windows credentials, which validates and authorises their access.
Enter a User Name for the new user; if the user Type selected is Windows, the User Name must include the domain name and the user account name, for example, DOMAIN\UserName. This will appear in the left-hand Users pane as the Name.
If the User Type selected is Password, the default Password Policy will be applied, and the password requirements will be displayed.
Enter the user's Password.
Enter the First Name and Last Name. The combined First Name and Last Name will appear in the Users pane as the Person.
Enter the user's Email Address. The Email address must be unique. Users cannot share email addresses to log into Synergy Case Management.
The User is locked out check box will be populated if a user is locked out of Synergy Case Management, for example, because of entering their password incorrectly for the specified number of times as defined by your default password policy. Clear the checkbox to unlock the user.
The User must change their password at next login check box can be used to prompt a user to change their password when they next log in.
The Inactive check box can be used to make the account inactive.
Membership panel
The Membership panel allows you to view which Teams and Security Groups the user in context is a member of.
Click the Add Team button within the Membership group on the ribbon to add the user to a Team. The Teams dialogue will be displayed.
Select the required Team.
Click Ok.
The Start Date will populate with today’s date. Enter an End Date if required, for example, if this user is seconded to a different team for a defined period.
Using the check boxes, select the relevant team membership options.
Can Supervise denotes that ‘ordinary’ Team Members will be given access to the Supervision section for other ‘ordinary’ Team Members. If a person is a Team Manager, their Supervision section will be visible only to them and to the Team Supervisors.
Can Edit Global Searches allows the team member to edit Global searches from the Advanced Search desktop.
Can Edit Global Lists allows the team member to edit Global lists from User Lists.
Click the Security Groups tab to place a user into an existing Security Group and inherit the associated permissions.
Click the Add Security Group button within the Membership group on the ribbon to display the Security Groups dialogue.
Select the required Security Group.
Click Ok.
Click Save within the User group on the ribbon to save your new user.
Click Discard to undo your changes.
Click Save & Add New to save your new user and add a new Synergy Case Management user.
Click Save & Copy to save your new user and add a new user, replicating the security groups to the new user form.
Your New User can now be found in the Users list. Use the filtering option to locate the new user if required. The New User can also be viewed within the Security Groups.