lmwashere

Great, thanks! "Also, are there plans for introducing some sort of user auditing function? The ability to see what case a person has access to for example, or to export current users and details such as roles or cases?" This would be very handy for us as we have a large number of users. Josh

With the addition of the scaled down control panel for case administrators in the new version, they seem to have lost the ability to change their password. Am I missing the link somewhere? Normal users still have the ability to do so. Also, are there plans for introducing some sort of user auditing function? The ability to see what case a person has access to for example, or to export current users and details such as roles or cases? Thanks Josh

Sorry for the delay and thanks for your answer. I have modified the permissions for the people I want to be able to manage cases. I gave them the ability to manage all cases. That solved the issue with cases being locked out after they shared them. For clarity, Specific users were previously allowed to manage and share their own cases. Once added to Intella Connect, the case would show up and reviewers could be assigned. Once the case was shared by them, it would show as locked after a browser refresh. The case would then have to be un-shared or reviewers added from the admin account. These specific users are now allowed to manage all cases, which solves the issue of the locking cases, but also allows them to access other cases. To expand on my question from the previous post, perhaps the best way is to explain: In my situation, I am the sys admin for connect, there are a group of users who process and share cases to a third group of folks who are reviewers only. Assuming the Case Processor (Case Admin) group has the permissions to manage their own cases, not manage all cases.... I was thinking that if Case Processor person A processes a case in Intella to help out case processer person B, Case processor person A should be able to add Case Processor Person B to that case and allow them to share the case/assign reviewers. This case should then show up in Case Processor Person B's control panel so that they can take back over responsibility for the case. After thinking on this issue for a bit, I think that it is not possible to do this without allowing them to manage all of the cases. So perhaps I have answered my own question. Thanks Again

Thanks Lukasz, What should happen if I process a case, and then assign someone else as a case administrator on that case? Would they have to be able to manage all cases for it to show up in their control panel? Should that just be used to define an admin for the case who is not listed as a case admin in the global definitions? Thanks Josh

When assigning permissions for users to administer their own cases, the users get their own version of the Admin Control Panel. From there they are able to see cases that they have processed and added to the location set up for storing cases to be shared in Connect. Cool feature. Here is my question— After someone who is a case admin has shared their case, once the page is refreshed, the case shows locked in their control panel. It does not show locked in the admin panel, and can be unshared from there. Is this intended behavior? Also, when someone is added as a case admin of a case they did not process, should the case show up in their control panel? Thanks