Case Administration
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      2. Primafact 6
      3. Case Administration

      Managing Case Permissions

      Case Permissions protect data integrity by controlling which users are able to adjust Case Settings and apply Annotation Batch Coding.

      INDEX

      What are Case Permissions?

      Case Permissions control a user's right to modify certain case-level settings:

      • Manage Case Permissions on the selected Case 
      • Adjust Case Setup Settings, including setting up annotation issues, team flags, annotation colors and modifying the Case Summary
      • Perform Batch Updates, allowing the user to modify the content of multiple annotations or profile fields for the Case in a single operation

      Case Permissions are applied to individual Cases to override/add to your firm's global default permission settings for the selected Case.  If no Case permissions are applied for a particular user, the Case will use the global default permissions set by your Primafact administrator.  

      Case Permissions can be updated at any time by permitted users.

      Who can set Case Permissions?

      Standard Case Permissions (for all users) are set by the Primafact Administrator, and permitted users can override standard Case Permissions for individual Cases.  

      The Case Administrator can set user Case Permissions for a Case.  (By default, the person who creates the Case is that Case's Case Administrator, but other users can also be set as Case Administrator).

       

      Setting Case Permissions for a New Case

      When a new Case is created without a template, the firm's default Case Permissions are applied unless the case creator manually applies Case Settings at the time the Case is created. 

      When creating a new Case using a Case Template, any Case Permissions settings on the Case Template can be applied to the New Case. A Case Administrator may make additional changes to the Case Permissions at the time a Case is created. 

      To set Case Permissions:

      1. Start by creating a New Case by right-clicking the destination folder and selecting New > Case.
      2. The Create New Case window will open. Enter your New Case name and copy from the desired template. 
      3. If you wish to copy Permissions from the Case Template, make sure the Copy PERMISSIONS from the Case template to the new case checkbox is checked.
      4. If you wish to add or adjust Case Permissions at this time, make sure the Show Case Permissions dialog automatically after the case is created checkbox is checked.  (If it is not checked, you should be able to adjust the Case Permissions by following the steps for Adjusting Permissions for an Existing Case below.)
      5. Once you have applied all of the desired Case settings, click Create Case.  
      6. If the Show Permissions Dialog automatically after the case is created checkbox is checked, you will see the Primafact Message: A new case has been created. The case permissions dialog will be shown. Click OK.
      7. The Case Permissions window will open:

      8. The top area displays Case Default Permissions:

        These Case Permissions apply to any user on this Case, unless user-specific settings have been applied below.  You can modify the Case default settings by selecting the desired radio button (Enabled or Not allowed) for each of the three permission categories.
      9. To set user-specific permissions: Click the Select User dropdown and select the desired user from the list. 
      10. Once you have selected your user, click the Add User to List button
      11. Your user's name will appear in the white area in the bottom of the Case Permissions window:

      12. Check off the desired permissions for that user.
      13. Repeat as needed for additional users.
      14. Click OK to preserve changes.

      Case Default Permissions apply to all users except the users with permissions defined individually on the Case Permissions window.  

      Case Default Permissions apply to individual Cases.  (Adjusting Default Permissions on one Case or Template will not impact other existing Cases.) 

       

      Adjusting Permissions for an Existing Case

      Permitted Users (Users with Case Administrator permission for the Case) can open the Case Permission Screen at any time from the Case Summary Screen.

      Only a Case Administrator can adjust Case Permissions on an existing Case.  On existing Cases, by default the Case Administrator is the person who opened the Case.  Your firm may have set additional users as default Case Administrators in the default settings.

      To adjust Case Permissions on an existing Case:

      1. Open the Case's Summary screen (accessible via the bottom blue navigation ribbon of any Case Binder view):

      2. The Case's Summary Screen will open.
      3. Click the Manage Case Permissions button:
      4. The Case Permissions window will open:

      5. The top area displays Case Default Permissions:

        These Case Permissions apply to any user on this Case, unless user-specific settings have been applied below.  You can modify the Case default settings by selecting the desired radio button (Enabled or Not allowed) for each of the three permission categories.
      6. To set user-specific permissions: Click the Select User dropdown and select the desired user from the list. 
      7. Once you have selected your user, click the Add User to List button
      8. Your user's name will appear in the white area in the bottom of the Case Permissions window:

      9. Check off the desired permissions for that user.
      10. Repeat as needed for additional users.
      11. Click OK to preserve changes.

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