Nav Menu » Settings \ Permission Groups

1. From the Nav Menu on the left-hand side of the screen, select the Settings icon (it looks like 3 gears), then from the menu select Permission Groups.

You are now on the Permission Groups screen. From here, you can Add, Edit and Delete Permission Groups as well as assign Permissions.

1. Basic Users normally have Permissions to View and Create but NOT Update everything.
   Members of this group usually View and Add Cases, Persons and Items, basically adding evidence and printing reports.

1. Power Users normally have Permissions to View, Create, and Update everything.
   Members of this group usually perform transactions like Check in, out, dispose, and transfer.

1. Read-Only Users normally have Permissions to View, but NOT Create and Update everything.
   Members of this group can Only View Cases, Items and People in the Office they’re assigned to. However, they can View Everything!

The last Permission Group which is not listed (or even shown) is the Org Admin Permission Group.

The Org Admin Permission Group is the only Permission Group which has all Permissions and is allowed to access all of the sections in the Settings area of the software. An Org Admin is an Administrator of your entire Site. They have access to everything as well as the ability to create Offices, assign Permissions, create Custom Forms, Add/Disable Users, create User Groups, create Reports etc.

2. To Add a Permission Group, click the Add box. The Add Group screen will then appear.

Give the Group you want to add a Required Name. You may also wish to give it a description.

3. To Edit an existing Permission Group, click the Edit box of the group you wish to Edit. This will take you to the Edit Group screen.

This example shows the Permission Group: Read Only. You may edit their information, such as changing their Name or Description here.

4. To change Permissions of a Permission Group, click Permissions of the Permission Group you would like to change.

Then change the permissions of the Permission Group you chose by checking or unchecking the boxes next to the Name of the Item you would like to change.

As shown below, the default settings for the Basic User Permission Group don't include Auto Dispositions, for example.

You may grant this Permission by checking the View box if you'd like Basic Users to see a Case Review Date and/or Review Date Notes.

You may also limit a User to only View Cases, Items, Media, Thumbnails, or Notes if they're the Owner of those.

Update or Edit Permissions may also be applied to Cases, Items, Media, and Notes if the User is the Owner of those.

5. To Delete an existing Permission Group (if the Delete box has not been grayed out, indicating that Permission Group has already been used inside of SAFE), click the Delete box of the group you wish to Delete. This will take you to the Delete Group screen.

If you are completely sure you want to proceed, click Ok and the Permission Group will be deleted.

Version 118 Update

Org Admins can create permission groups that allow users to attach and detach tags without granting them the ability to edit cases or items. To achieve this, ensure that no checkmarks are placed in the 'Update' column for Cases and Items, while at the same time, placing checkmarks in the 'Update' column for Tags.

Users assigned to this permission group will be able to select the 'Edit' button for cases and items; however, they will only have the ability to modify the tag field. All other options will be grayed out and unavailable for editing.