Administration
Permissions and controls
By Katie1 author12 articles
- 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.
- Removing Duplicate Events in Case ManagementThis article shows the steps to remove duplicate events in Case Management.
- Case Management set up Professional Contributions for requesting adviceIn this article, we explain the steps required to configure templates and permissions so you can request professional advice.