Administration
Permissions and controls
Case Management: Running Record Category access permissionsIn this article, we will explain how to restrict team access to Running Record Categories.
Case Management: Create and manage teamsIn this article, we will explain how to add a new team, team manager or team supervisor to Synergy Case Management.
Case Management Menu and Profile bar access permissionsIn this article, we will explain how to restrict access permissions to the items in the menu and profile bar.
Case Management desktop controlsIn this article, we will explain the different desktop controls in Synergy Case Management.
Case Management: Add and maintain security groupsIn this article, we will explain how to add Security Groups and how to add users to Security Groups.
Case Management: Manage security group permissionsIn this article, we will explain how to grant read-only, delete, full access and read permissions.
Case Management lookupsIn this article, we explain how you can locate the case status and court outcomes within the lookup editor.
Turn on auditing for a panel in Synergy Case ManagementIn this article, we explain what to do when you have been asked to find who added an email address to a child's record on Case Management.
Case Management Letter ManagerIn this article, we explain how to create letters in Case Management and how you can see new mail merge fields.
Grant Permission to Use Duplicates ManagerIn this article, we will explain how to grant permissions to use the Duplicates Manager.