Update group roles and permissions

Administrators or users with permission to edit agency settings can update roles and permissions so that your agency can use the Groups feature to control access to evidence.

For more information about roles and permissions, see Roles & Permissions.

User Permissions

Users who monitor the evidence of other users need permission to view only their own evidence. On the Configure Role page, under Evidence Management, the View permission includes the “Only Their Own” option.

Note

If License Tiers are enforced or in preview mode for your agency, Group Monitors must be assigned to a Pro Tier role.

Users whose evidence search results should not list evidence that they do not have permission to view should be prohibited the User Search permission. On the Configure Role page, under Search Access, the User Search permission includes the Prohibited option.

When you implement the Groups feature, you can rely on the ability of monitoring groups to view the evidence uploaded by members of the groups that they monitor.

For more information about editing permissions in a role, see Roles & Permissions.

Group Management and Audit Permissions

Users whose responsibilities include creating, updating, and deleting groups must be allowed permission to create and edit groups. On the Configure Role page, under User Account, the Create/Edit Group permission includes the Allowed option.

Users whose responsibilities include importing groups, members, and monitors must be allowed permission to change agency security settings. On the Configure Role page, under Admin Access, the Configure Agency Security Settings permission includes the Allowed option.

Users whose responsibilities include viewing group audit trails must be allowed permission to view the audit trails. On the Configure Role page, under User Account, the Group Audit Trail PDF permission includes the Allowed option.

For more information about editing permissions in a role, see Roles & Permissions.