Synergy Case Management uses team-based permissions. People assigned to a team or teams will inherit the access rights associated with the team. A member of a team may also be a member of other teams if required, in which case they will have the access permissions of both.
The Running Record Category Access permissions control the categories that can be accessed and saved to the Running Record.
In the Teams panel, click the required Team to view the Team Details.
In the Permissions panel, click the Running Record Category Access tab.
Select the check boxes to grant permission to the corresponding Running Record Category Names.
To enable access to all items, select the Access Allowed check box. This is not recommended for normal end-user teams.
Click Save.
🤓Tip: Further restrictions can also be applied to categories at the Form level within the Template Manager by setting the required category in the Form Conditions.