Case access list

The Case Access list allows you to manage who has access to a specific case. Users or groups added to this list can view case information and, depending on their permissions, may also change access classifications to make a case restricted or confidential.

Follow these steps to add users or groups to a case access list:

  1. Select Cases.
  2. Locate and select the checkboxes next to the cases you want to work with. Alternatively, use the Search box to search for cases by court number, police number, internal number, accused, or tags.
  3. From the case details page, select the Shared To tab to display the users or groups who currently have access to the case.
  1. Select Internal Access to open the Manage Access pane.
  1. Review the current access class and make changes if needed. You will be asked to confirm your changes. Only users with necessary permissions can apply access class changes to both the case and evidence.
    Changing the access class will apply those changes to the case and associated evidence.
    If you are not already on the access list, you are automatically added to the list. An email is sent to users and groups that were already on the access list for this case informing them that the case access class was updated but their access remains unchanged.
  1. In the User or Group box, begin typing the name, email address, or badge ID of the user or group. The system will dynamically display a list of matching users or groups as you type.
  2. Select the user or group you want to add to the access list. You can add multiple users and groups at this stage. Keep in mind that anyone added will have the same access level and duration shown.
  3. From the Access Level box, choose from the following access levels:
  4. In the Duration box, select how long the user can access the case. The default value is Until Removed, which means the user can access the case until they are manually removed from the access list.
    • Role: Users can take actions within the case and evidence depending on the permissions associated with their assigned role.
    • View: Users can only view the case and evidence.
  1. Select Add. The user information is added to the list and an email is sent to the user informing them that they have been added to the access list for the case.
  2. Repeat steps 6-9 to add additional users or groups.
  3. After all users and groups are added, select Done to close the Manage Access pane and return to the case details.