To add and amend Synergy Case Management teams, team members and team permissions, you can use the Teams option within Synergy Case Management, Security Manager.
To access Teams, within the User Management group, click Teams.
Create a new team
Click List within the list group, then click Add New Team.
Enter the team name and team code, then select the relevant tier.
If you need the team to be available straight away, select the Active check box.
To allow team members to edit Global searches from the Advanced Person Search, select the Can Edit Global Searches check box.
To allow team members to edit Global lists from the Advanced Person Search, select the Can Edit Global Lists check box.
To start the LAC Wizard, if team members attempt to add or amend details directly in the Legal Status, LAC Episodes, and Placement Provider History panel, select the Use LAC Process check box.
Select the relevant team profiles.
Permissions panel
You can view, edit or add team members, team supervisors and permissions in the Permissions panel.
Click Add Team Members within the membership group.
Select the relevant users, then click Ok.
If required, amend the start date and enter an end date.
Select the relevant roles.
Selecting Manager will filter through to the Team Managers field in the Team Details panel. You can add more than one Team Manager if required.
Selecting 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.
Selecting Can Edit Searches allows the Team member to edit Team searches from the Advanced Person Search screen.
Selecting Can Edit Lists enables the Team member to edit Team lists from the Advanced Person Search screen.
If required, click Add Team Supervisors and select the relevant users.
Click Ok.
Access Permissions
To manage team permissions, use the Access Permissions tabs. You can filter the available permissions using the Search fields at the top of each table.
Menu and Profile Bar Access | Control which buttons users can access on the navigation bar. |
Running Record Category Access | Control the categories that users can access via the running record. |
Person Profile Page Access | Control what users can see in the Person Profile. |
Panel Access | Control the panels that users can access. |
Personal Indicator Access | Note: This option is only visible if integration with the Education database is enabled. |
Click Save to save your new Team.
To undo your changes, click Discard within the Team group on the ribbon.
Click Save & Add New to save your newly added team and open a new blank Team Details form.
Click Save & Copy to save your new team and add a new team replicating the team members, supervisors and access permissions to the team details form.
Click Refresh within the List group on the ribbon to refresh your changes.
🤓 Tip: To copy teams, select a team, then click Copy Selected Team.