This article covers:
User Permission Levels
Setting up your user's permissions in your account is an important step for keeping your data secure. There are four available permissions levels in CaseFleet:
Account Administrator - Administrators have access to all data in the system, including Account Settings. Single account holders or the person who originated the account for a multi-user account are designated account administrators by default (see below).
Standard User - Standard users have access to all cases and data in the account, except for information found in Account Settings.
Limited User - Limited users will only be able to see data related to cases to which they have been assigned.
Free Guest User - Guest users may only be assigned to a single case within CaseFleet. Access is free.
Administrators have special privileges in CaseFleet for managing Account Settings, including:
We advise limiting administrative privileges to those users who truly need them.
Modifying User Permissions
To manage user permissions, Administrators can visit Account Settings > Users. Select the pencil icon next to the user's name in the list, then select the desired permissions level. Click "Save" to confirm changes.
For more information about adding/deactivating users in your account, click here.
For more information about subscriptions and billing, click here.