Depending on their job, function and responsibilities, each user may be assigned a specific user type in the database. Select the user type for each user from the drop-down menu.
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Admin: This user can do any action in the database, including creating and editing users, case actions and case types. Admins can also delete parties and full records. It is recommended that there be only one admin per instance. Generally, we recommend that Administrators have two users: Administrator and All Team Editor. This will help safeguard the system from inadvertent deletion of Records.
Editor: Editors that are assigned to ALL TEAMS can create records, cases and parties but cannot delete them. Editors also have full access to the Navigator Portal and are able to generate Reports.
If an Editor is assigned to only specific teams, they will be able to see and edit records that belong to that team. They can create new records but only for the teams they have been assigned to.
| Note that only editors with access to all teams can create reports and see all referrals. |
Examples of editors might be legal assistants, attorneys, or office/program coordinators.
Contributor: This user can view records and cases but cannot add any. They can edit the case information, add items to the docket and create and edit parties. Contributors can submit referrals in the Navigator Portal but cannot see other users’ referrals. Contributors cannot create reports or delete items in the database.
If a Contributor is assigned to only specific teams, their access will be restricted to only the records that are part of those teams.
Examples of Contributors may be law clerks or administrative assistants.
Commenter: This user can only create new parties and add items to the docket, but cannot create, edit or delete records, cases, or docket entries. Commenters can submit referrals in the Navigator Portal but cannot see other users’ referrals.
If a Commenter is assigned to only specific teams, their access will be restricted to only the records that are part of those teams.
Examples of commenters may be volunteers.
Viewer: This user can view cases and records but cannot add, edit or delete information in the database. Viewers can submit referrals in the Navigator Portal but cannot see other users’ referrals.
If a Viewer is assigned to only specific teams, their access will be restricted to only the records that are part of those teams.
Examples of commenters may be mental health specialists that only need to read the information in a case but don’t need to add notes to it.
Navigator: This user may only view the Navigator Portal and the referrals they have submitted there. They cannot be assigned to any teams and don’t have access to any records.
Examples of Navigators are community advocates that may need to send you referrals for potential cases.