Portal Security Table

Review the portal security table to understand the access levels for each Portal feature.

  32 minute read  

The portal security table defines the access levels for each Portal feature, for each user role and type.

When organizations are used, the access can vary for portal administrators who are members of a provider, a client, or a standalone organization.

When a system administrator enables organizations security, access is further changed. The following tables address access if it differs when Organization security is enabled (Org sercurity ON) and when it is not enabled (Org sercurity OFF).

For more information about organizations, see Organizations.

Portal Home page

Function System Admin Portal Admin: member of a Provider Organization Portal Admin: member of non-Provider Organization Portal Admin: No Organization Portal User: Case Admin Portal User: Non-Case Admin Portal User: No Organization
Case List Yes, but filtered to cases they are assigned to. Org sercurity ON: Yes, but filtered to cases they are assigned to and that are in their organization or a linked client organization.
Org sercurity OFF: Yes, but filtered to cases they are assigned to regardless of organization.		 Org sercurity ON: Yes, but filtered to cases they are assigned to and that are in organization.
Org sercurity OFF: Yes, but filtered to cases they are assigned to regardless of organization.		 Org sercurity ON: Cannot see any cases.
Org sercurity OFF: Yes, but filtered to cases they are assigned to regardless of organization.		 Same as portal admin member of a client organization. Same as portal admin member of a client organization. Same as portal admin not in any organization.

User administration

Function System Admin Portal Admin: member of a Provider Organization Portal Admin: member of non-Provider Organization Portal Admin: No Organization Portal User: Case Admin Portal User: Non-Case Admin Portal User: No Organization
Users List Yes Org sercurity ON: Yes, but filtered to portal admins or lower who are members of their organization or a linked client organization. Organizations shown in the Organization column of the list are limited to ones in the logged in user’s provider hierarchy. The Cases count column only counts cases assigned to an organization in the logged in user’s provider hierarchy.
Org sercurity OFF: Yes, but filtered to portal admins or lower regardless of organization. All organizations each user is assigned to are shown in the Organizations column of the list. The Cases count column counts all cases each user is assigned to regardless of organization.		 Org sercurity ON: Yes, but filtered to portal admins or lower who are members of their organization. The Organization column of the list only shows the logged in user’s organization. The Cases count column only counts cases assigned to the logged in user’s organization.
Org sercurity OFF: Yes, but filtered to portal admins or lower regardless of organization. All organizations each user is assigned to are shown in the Organizations column of the list. The Cases count column counts all cases each user is assigned to regardless of organization.		 Org sercurity ON: Cannot see any users
Org sercurity OFF: Yes, but filtered to portal admins or lower regardless of organization. All organizations each user is assigned to are shown in the Organizations column of the list. The Cases count column counts all cases each user is assigned to regardless of organization.		 No No No
Account Settings Yes No No No No No No
Active Directory Settings Yes No No No No No No
Deleted Users List Yes Org sercurity ON: Yes, but only portal admins or lower who are members of their organization or a linked client organization.
Org sercurity OFF: Yes, but only portal admins or lower regardless of organization.		 Org sercurity ON: Yes, but only portal admins or lower who are members of their organization.
Org sercurity OFF: Yes, but only portal admins or lower regardless of organization.		 Org sercurity ON: Cannot see any users.
Org sercurity OFF: Yes, but only portal admins or lower regardless of organization.		 No No No
Users List > Assign Cases Yes, but with Org security on can only assign to cases that selected users are allowed to be assigned to (see next cell). Org sercurity ON: Yes, but can only assign portal admins or lower. The cases shown are limited to those in the logged in user’s organization or a linked client organization AND that all selected users can be assigned to. Selected portal users can be assigned to cases in their own organization only. Portal admins can be assigned to cases in their organization or a child organization. System admins can be assigned to any case.
Org sercurity OFF: Yes, but can only assign portal admins or lower regardless of organization.		 Org sercurity ON: Yes, but can only assign portal admins or lower. The cases shown are limited to those in the logged in user’s organization.
Org sercurity OFF: Yes, but can only assign portal admins or lower regardless of organization.		 Org sercurity ON: Cannot see any users to select so cannot click this.
Org sercurity OFF: Yes, but can only assign portal admins or lower regardless of organization.		 No No No
Users List > Unassign Cases Yes Org sercurity ON: Yes, but can only unassign portal admins or lower. The cases shown are limited to those that the selected users are assigned to and that are in the logged in user’s organization or a linked client organization.
Org sercurity OFF: Yes, but can only unassign portal admins or lower. The cases shown are limited to those that the selected users are assigned to regardless of organization.		 Org sercurity ON: Yes, but can only unassign portal admins or lower. The cases shown are limited to those that the selected users are assigned to and that are in the logged in user’s organization.
Org sercurity OFF: Yes, but can only unassign portal admins or lower. The cases shown are limited to those that the selected users are assigned to regardless of organization.		 Org sercurity ON: Cannot see any users to select so cannot click this.
Org sercurity OFF: Yes, but can only unassign portal admins or lower. The cases shown are limited to those that the selected users are assigned to regardless of organization.		 No No No
Users List > Import from File Yes Org sercurity ON: Yes, but they can only create portal admins and lower. Organization is a list to select any organization in their provider hierarchy. The cases shown on the Select Cases tab are limited to those all selected users are allowed to be assigned to. Selected portal users can be assigned to cases in their own organization only. Portal admins can be assigned to cases in their organization or a child organization. System admins can be assigned to any case.
Org sercurity OFF: Yes, but they can only create portal admins and lower. Organization is a list to select any organization in their provider hierarchy. All cases are shown on the Select Cases tab.		 Org sercurity ON: Yes, but they can only create portal admins and lower. Organization is read-only and set to their own organization. The cases shown are limited to those in the logged in user’s organization.
Org sercurity OFF: Yes, but they can only create portal admins and lower. Organization is read-only and set to their own organization. All cases are shown on the Select Cases tab.		 Org sercurity ON: Yes, but they can only create portal admins and lower. Users are created without an organization, and will become invisible to the logged in user as soon as they are created. No cases appear on the Select Cases tab.
Org sercurity OFF: Yes, but they can only create portal admins and lower. Organization is blank. All cases are shown on the Select Cases tab.		 No No No
Users List > Import from File - Add user to Active Directory Yes Yes Yes Yes No No No
Users List > Import from Active Directory Yes Org sercurity ON: Yes, but limited to the current organizational unit selected in the Active Directory Settings tab and they can only create portal admins and lower. Organization is a list to select any organization in their provider hierarchy. The cases shown on the Select Cases tab are limited to those all selected users are allowed to be assigned to.
Selected portal users can be assigned to cases in their own organization only. Portal admins can be assigned to cases in their organization or a child organization. System admins can be assigned to any case.
Org sercurity OFF: Yes, but limited to the current organizational unit selected in the Active Directory Settings tab and they can only create Portal Administrators and lower. Organization is a list to select any organization in their provider hierarchy. All cases are shown on the Select Cases tab.		 Org sercurity ON: Yes, but limited to the current organizational unit selected in the Active Directory Settings tab and they can only create portal admins and lower. Organization is read-only and set to their own organization. The cases shown are limited to those in the logged in user’s organization.
Org sercurity OFF: Yes, but limited to the current organizational unit selected in the Active Directory Settings tab and they can only create Portal Administrators and lower. Organization is read-only and set to their own organization. All cases are shown on the Select Cases tab.		 Org sercurity ON: Yes, but limited to the current organizational unit selected in the Active Directory Settings tab and they can only create portal admins and lower. Users are created without an organization, meaning they will become invisible to the logged in user as soon as they are created. No cases appear on the Select Cases tab.
Org sercurity OFF: Yes, but limited to the current organizational unit selected in the Active Directory Settings tab and they can only create Portal Administrators and lower. Organization is blank. All cases are shown on the Select Cases tab.		 No No No
Users List > Add Yes Org sercurity ON: Yes, but they can only create Portal Administrators and lower. Organization is a list to select any organization in their provider hierarchy. Company is a list to select only from Company values that are already associated with a user in their provider hierarchy (or create a new value).
Org sercurity OFF: Yes, but they can only create Portal Administrators and lower. Organization is a list to select any organization in their provider hierarchy. Company lets them select from all portal company values.		 Org sercurity ON: Yes, but they can only create Portal Administrators and lower. Organization is read-only and set to their own organization.
Company is a list to select only Company values already associated with a user in their organization.
Org sercurity OFF: Yes, but they can only create Portal Administrators and lower. Organization is read-only and set to their own organization. Company lets them select from all portal company values.		 Org sercurity ON: Yes, but they can only create Portal Administrators and lower. Users are created without an organization, meaning they become invisible to the logged in user as soon as they are created. Company does not show any values.
Org sercurity OFF: Yes, but they can only create Portal Administrators and lower. Organization is blank. Company lets them select from all portal company values.		 No No No
Users List > Add - Add to Active Directory Yes Yes Yes Yes No No No
Users List > Delete Yes Org sercurity ON: Yes, but only portal admins or lower and only users who are members of their organization or a linked client organization.
Org sercurity OFF: Yes, but only portal admins or lower regardless of organization.		 Org sercurity ON: Yes, but only portal admins or lower and only users who are members of their organization.
Org sercurity OFF: Yes, but only portal admins or lower regardless of organization.		 Org sercurity ON: Cannot see any users to select so cannot click this.
Org sercurity OFF: Yes, but only portal admins or lower regardless of organization.		 No No No
Users List > End sessions Yes Org sercurity ON: Yes, but only portal admins or lower who have an active session, excluding the logged in user (cannot end your own session), and only users who are members of their organization or a linked client.
Org sercurity OFF: Yes, but only portal admins or lower who have an active session, excluding the logged in user (cannot end your own session), regardless of organization.		 Org sercurity ON: Yes, but only portal admins or lower who have an active session, excluding the logged in user (cannot end your own session), and only users who are members of their organization.
Org sercurity OFF: Yes, but only portal admins or lower who have an active session, excluding the logged in user (cannot end your own session) regardless of organization.		 Org sercurity ON: Cannot see any users to select so cannot click this.
Org sercurity OFF: Yes, but only portal admins or lower who have an active session, excluding the logged in user (cannot end your own session), regardless of organization.		 No No No
Users List > Licensing users Yes Org sercurity ON: Yes, but only portal admins or lower and only users who are members of their organization or a linked client organization.
Org sercurity OFF: Yes, but only portal admins or lower regardless of organization.		 Org sercurity ON: Yes, but only portal admins or lower and only users who are members of their organization.
Org sercurity OFF: Yes, but only portal admins or lower regardless of organization.		 Org sercurity ON: Cannot see any users to select so cannot click this.
Org sercurity OFF: Yes, but only portal admins or lower regardless of organization.		 No No No
Users List > Enable users Yes Org sercurity ON: Yes, but only portal admins or lower and only users who are members of their organization or a linked client organization.
Org sercurity OFF: Yes, but portal admins or lower regardless of organization.		 Org sercurity ON: Yes, but only portal admins or lower and only users who are members of their organization.
Org sercurity OFF: Yes, but only portal admins or lower regardless of organization.		 Org sercurity ON: Cannot see any users to select so cannot click this.
Org sercurity OFF: Yes, but only portal admins or lower regardless of organization.		 No No No
Users List > Reset passwords Yes Org sercurity ON: Yes, but only portal admins or lower and only users who are members of their organization or a linked client.
Org sercurity OFF: Yes, but only portal admins or lower regardless of organization.		 Org sercurity ON: Yes, but only Portal Administrators or lower and only users who are members of their organization.
Org sercurity OFF: Yes, but only portal admins or lower regardless of organization.		 Org sercurity ON: Cannot see any users to select so cannot click this.
Org sercurity OFF: Yes, but only portal admins or lower regardless of organization.		 No No No
Users List > Reconcile users with Active Directory Yes Org sercurity ON: Yes, but only portal admins or lower and only users who are members of their organization or a linked client organization.
Org sercurity OFF: Yes, but only portal admins or lower regardless of organization.		 Org sercurity ON: Yes, but only portal admins or lower and only users who are members of their organization.
Org sercurity OFF: Yes, but only portal admins or lower regardless of organization.		 Org sercurity ON: Cannot see any users in the dialog box.
Org sercurity OFF: Yes, but only portal admins or lower regardless of organization.		 No No No
Users List > Reconcile Active Directory group Yes Org sercurity ON: Yes, but cases and users shown are limited to those in the logged in user’s organization or a linked client organization.
Org sercurity OFF: Yes, and all cases and users are shown regardless of organization.		 Org sercurity ON: Yes, but the cases and users shown are limited to those in the logged in user’s organization.
Org sercurity OFF: Yes, and all cases and users are shown regardless of organization.		 Org sercurity ON: Cannot see any cases or users in the dialog box.
Org sercurity OFF: Yes, and all cases and users are shown regardless of organization.		 No No No
User Properties Yes Org sercurity ON: Yes, but only portal admins or lower and only users who are members of their organization or a linked client organization.
Org sercurity OFF: Yes, but only portal admins or lower regardless of organization.		 Org sercurity ON: Yes, but only portal admins or lower and only users who are members of their organization.
Org sercurity OFF: Yes, but only portal admins or lower regardless of organization.		 Org sercurity ON: No.
Org sercurity OFF: Yes, but only portal admins or lower regardless of organization.		 No No No
User Properties > Cases List Yes Org sercurity ON: Yes, but only portal admins or lower and only users who are members of their organization or a linked client organization. The cases shown are only those in their organization or a linked client organization.
Org sercurity OFF: Yes, but only portal admins or lower regardless of organization. The cases shown are all those the user is assigned to regardless of organization.		 Org sercurity ON: Yes, but only Portal Administrators or lower and only users who are members of their organization.
The cases shown are only those in their organization.
Org sercurity OFF: Yes, but only portal admins or lower regardless of organization. The cases shown are all cases the user is assigned to regardless of organization.		 Org sercurity ON: No.
Org sercurity OFF: Yes, but only portal admins or lower regardless of organization. The cases shown are all those the user is assigned to regardless of organization.		 No No No
User Properties > Cases List > Case user category Yes Yes, but only portal admins or lower. Yes, but only portal admins or lower. Yes, but only portal admins or lower. No No No
User Properties > Cases List > Case group Yes Yes, but only portal admins or lower. Yes, but only portal admins or lower. Yes, but only portal admins or lower. No No No
User Properties > User must change challenge questions at next login Yes Yes Yes Yes No No No
User Properties > License this user Yes Yes Yes Yes No No No
User Properties > Account disabled Yes Yes Yes Yes No No No
User Properties > User must change password at next login Yes Yes Yes Yes No No No

Cases and Servers

Function System Admin Portal Admin: member of a Provider Organization Portal Admin: member of non-Provider Organization Portal Admin: No Organization Portal User: Case Admin Portal User: Non-Case Admin Portal User: No Organization
Case List Yes Org sercurity ON: Yes, but filtered to cases in their organization or a linked client organization.
Org sercurity OFF: Yes, all cases in the portal.		 Org sercurity ON: Yes, but filtered to cases in their organization.
Org sercurity OFF: Yes, all cases in the portal.		 Org sercurity ON: Cannot see any cases.
Org sercurity OFF: Yes, all cases in the portal.		 Yes, but filtered to cases they are a Case Admin for. No No
Case List > Connect to case Yes No No No No No No
Clone case Yes Org sercurity ON: Yes, but only from cases in their organization or a linked client organization. On the File Repositories page, the repositories available are limited to those assigned to the logged in user’s organization or a linked client organization.
Org sercurity OFF: Yes, from any case in the portal. All file repositories are available.		 Org sercurity ON: Yes, but only from cases in their organization.
On the File Repositories page, the repositories available are limited to those assigned to the logged in user’s organization or a linked client organization.
Org sercurity OFF: Yes, from any case in the portal. All file repositories are available.		 Org sercurity ON: Cannot see any cases to select so cannot click this.
Org sercurity OFF: Yes, from any case in the portal. All file repositories are available.		 No No No
Case List > Add Yes Org sercurity ON: Yes. Organization is a list to select any organization in their provider hierarchy. On the File Repositories page, the repositories available are limited to those assigned to the logged in user’s organization or a linked client organization.
Org sercurity OFF: Organization is a list to select any organization in their provider hierarchy. All file repositories are available.		 Org sercurity ON: Yes. Organization is a list to select any organization in their provider hierarchy.
On the File Repositories page, the repositories available are limited to those assigned to the logged in user’s organization.
Org sercurity OFF: Organization is a list to select any organization in their provider hierarchy. All file repositories are available.		 Org sercurity ON: Cannot successfully create a case because no file repositories are available. Organization field is blank.
Org sercurity OFF: Organization is a list to select any organization in their provider hierarchy. All file repositories are available.		 No No No
Case List > Delete Yes Org sercurity ON: Yes, but only cases in their organization or a linked client.
Org sercurity OFF: Yes, any case.		 Org sercurity ON: Yes, but only cases in their organization.
Org sercurity OFF: Yes, any case.		 Org sercurity ON: Cannot see any cases to select so cannot click this.
Org sercurity OFF: Yes, any case.		 No No No
Case Properties (View) Yes Org sercurity ON: Yes, but only cases in their organization or a linked client.
Org sercurity OFF: Yes, any case.		 Org sercurity ON: Yes, but only cases in their organization.
Org sercurity OFF: Yes, any case.		 Org sercurity ON: No.
Org sercurity OFF: Yes, any case.		 No No No
Case Properties (Edit) Yes Org sercurity ON: Yes, but only cases in their organization or a linked client.
Org sercurity OFF: Yes, any case.		 Org sercurity ON: Yes, but only cases in their organization.
Org sercurity OFF: Yes, any case.		 Org sercurity ON: No.
Org sercurity OFF: Yes, any case.		 No No No
File Repositories List Yes No No No No No No
File Repository List > Add Yes No No No No No No
File Repository List > Delete Yes No No No No No No
File Repository Properties (View) Yes No No No No No No
File Repository Properties (Edit) Yes No No No No No No
Servers List Yes No No No No No No
Servers List > Add Yes No No No No No No
Servers List > Delete Yes No No No No No No
Server Properties (View) Yes No No No No No No
Server Properties (Edit) Yes No No No No No No
Case Settings > Case Options Yes Org sercurity ON: Yes, but only cases in their organization or a linked client.
Org sercurity OFF: Yes, any case.		 Org sercurity ON: Yes, but only cases in their organization.
Org sercurity OFF: Yes, any case.		 Org sercurity ON: No.
Org sercurity OFF: Yes, any case.		 Yes, but for cases they are a case admin for. No No
Case Settings > Case Disclaimer Yes Org sercurity ON: Yes, but only cases in their organization or a linked client.
Org sercurity OFF: Yes, any case.		 Org sercurity ON: Yes, but only cases in their organization.
Org sercurity OFF: Yes, any case.		 Org sercurity ON: No.
Org sercurity OFF: Yes, any case.		 Yes, but for cases they are a case admin for. No No
Case Settings > Content: File Type Rank Yes Org sercurity ON: Yes, but only cases in their organization or a linked client.
Org sercurity OFF: Yes, any case.		 Org sercurity ON: Yes, but only cases in their organization.
Org sercurity OFF: Yes, any case.		 Org sercurity ON: No.
Org sercurity OFF: Yes, any case.		 Yes, but for cases they are a case admin for. No No
Case Settings > Indexing: Options Yes Org sercurity ON: Yes, but only cases in their organization or a linked client.
Org sercurity OFF: Yes, any case.		 Org sercurity ON: Yes, but only cases in their organization.
Org sercurity OFF: Yes, any case.		 Org sercurity ON: No.
Org sercurity OFF: Yes, any case.		 Yes, but for cases they are a case admin for. No No
Case Settings > Indexing: Noise Words Yes Org sercurity ON: Yes, but only cases in their organization or a linked client.
Org sercurity OFF: Yes, any case.		 Org sercurity ON: Yes, but only cases in their organization.
Org sercurity OFF: Yes, any case.		 Org sercurity ON: No.
Org sercurity OFF: Yes, any case.		 Yes, but for cases they are a case admin for. No No
Case Settings > Indexing: Alpha Standard Yes Org sercurity ON: Yes, but only cases in their organization or a linked client
Org sercurity OFF: Yes, any case		 Org sercurity ON: Yes, but only cases in their organization
Org sercurity OFF: Yes, any case		 Org sercurity ON: No
Org sercurity OFF: Yes, any case		 Yes, but for cases they are a case admin for No No
Case Settings > Indexing: Alpha Extended Yes Org sercurity ON: Yes, but only cases in their organization or a linked client.
Org sercurity OFF: Yes, any case.		 Org sercurity ON: Yes, but only cases in their organization.
Org sercurity OFF: Yes, any case.		 Org sercurity ON: No.
Org sercurity OFF: Yes, any case.		 Yes, but for cases they are a case admin for. No No
Case Settings > Indexing: Thesaurus Yes Org sercurity ON: Yes, but only cases in their organization or a linked client.
Org sercurity OFF: Yes, any case.		 Org sercurity ON: Yes, but only cases in their organization.
Org sercurity OFF: Yes, any case.		 Org sercurity ON: No.
Org sercurity OFF: Yes, any case.		 Yes, but for cases they are a case admin for. No No
Case Settings > Indexing: Stemming Rules Yes Org sercurity ON: Yes, but only cases in their organization or a linked client.
Org sercurity OFF: Yes, any case.		 Org sercurity ON: Yes, but only cases in their organization.
Org sercurity OFF: Yes, any case.		 Org sercurity ON: No.
Org sercurity OFF: Yes, any case.		 Yes, but for cases they are a case admin for. No No
Case Settings > Indexing: File Type Rules Yes Org sercurity ON: Yes, but only cases in their organization or a linked client.
Org sercurity OFF: Yes, any case.		 Org sercurity ON: Yes, but only cases in their organization.
Org sercurity OFF: Yes, any case.		 Org sercurity ON: No.
Org sercurity OFF: Yes, any case.		 Yes, but for cases they are a case admin for. No No
Case Settings > Analysis: Options Yes Org sercurity ON: Yes, but only cases in their organization or a linked client.
Org sercurity OFF: Yes, any case.		 Org sercurity ON: Yes, but only cases in their organization.
Org sercurity OFF: Yes, any case.		 Org sercurity ON: No.
Org sercurity OFF: Yes, any case.		 Yes, but for cases they are a case admin for. No No
Case Settings > Analysis: Noise Words Yes Org sercurity ON: Yes, but only cases in their organization or a linked client.
Org sercurity OFF: Yes, any case.		 Org sercurity ON: Yes, but only cases in their organization.
Org sercurity OFF: Yes, any case.		 Org sercurity ON: No.
Org sercurity OFF: Yes, any case.		 Yes, but for cases they are a case admin for. No No
Case Settings > Analysis: Inclusion Terms Yes Org sercurity ON: Yes, but only cases in their organization or a linked client.
Org sercurity OFF: Yes, any case.		 Org sercurity ON: Yes, but only cases in their organization.
Org sercurity OFF: Yes, any case.		 Org sercurity ON: No.
Org sercurity OFF: Yes, any case.		 Yes, but for cases they are a case admin for. No No

Settings

Function System Admin Portal Admin: member of a Provider Organization Portal Admin: member of non-Provider Organization Portal Admin: No Organization Portal User: Case Admin Portal User: Non-Case Admin Portal User: No Organization
Portal Options Yes No No No No No No
Portal Disclaimer Yes No No No No No No
Case Finalization Yes No No No No No No
Set Service Account Yes No No No No No No
RPF Coordinator Yes No No No No No No
Content: File Type Rank Yes No No No No No No
Indexing: Options Yes No No No No No No
Indexing: Noise Words Yes No No No No No No
Indexing: Alpha Standard Yes No No No No No No
Indexing: Alpha Extended Yes No No No No No No
Indexing: Thesaurus Yes No No No No No No
Indexing: Stemming Rules Yes No No No No No No
Indexing: File Type Rules Yes No No No No No No
Indexing: Clone Settings Yes Org sercurity ON: Yes, but can only select cases in their organization or a linked client organization as both the target and source.
Org sercurity OFF: Yes, any case.		 Org sercurity ON: Yes, but can only select cases in their organization as both the target and source.
Org sercurity OFF: Yes, any case.		 Org sercurity ON: Cannot see any cases to select so cannot click this.
Org sercurity OFF: Yes, any case.		 No No No

Processing

Function System Admin Portal Admin: member of a Provider Organization Portal Admin: member of non-Provider Organization Portal Admin: No Organization Portal User: Case Admin Portal User: Non-Case Admin Portal User: No Organization
Dashboard Yes No No No No No No
Index Status Yes Org sercurity ON: Yes, but only cases in their organization or a linked client.
Org sercurity OFF: Yes, any case.		 Org sercurity ON: Yes, but only cases in their organization.
Org sercurity OFF: Yes, any case.		 Org sercurity ON: Cannot see any cases.
Org sercurity OFF: Yes, any case.		 Yes, but filtered to cases they are a case admin for. No No
Index Status > Indices Yes Org sercurity ON: Yes, but only cases in their organization or a linked client.
Org sercurity OFF: Yes, any case.		 Org sercurity ON: Yes, but only cases in their organization.
Org sercurity OFF: Yes, any case.		 Org sercurity ON: No.
Org sercurity OFF:
Yes, any case.		 Yes, but filtered to cases they are a case admin for. No No
Jobs Yes Org sercurity ON: Yes, but only for jobs that are in their current portal and are associated with cases in their organization or a linked client.
Org sercurity OFF: Yes, but only for jobs that are in their current portal regardless of organization.		 Org sercurity ON: Yes, but only for jobs that are in their current portal and are associated with cases in their organization.
Org sercurity OFF: Yes, but only for jobs that are in their current portal regardless of organization.		 Org sercurity ON: Cannot see any jobs.
Org sercurity OFF: Yes, but only for jobs that are in their current portal regardless of organization.		 Yes, but filtered to cases they are a case admin for. No No
Scheduled Jobs Yes Org sercurity ON: Yes, but only for schedules that are in their current portal and are associated with cases in their organization or a linked client.
Org sercurity OFF: Yes, but only for schedules that are in their current portal regardless of organization.		 Org sercurity ON: Yes, but only for schedules that are in their current portal and are associated with cases in their organization.
Org sercurity OFF: Yes, but only for schedules that are in their current portal regardless of organization.		 Org sercurity ON: Cannot see any schedules.
Org sercurity OFF: Yes, but only for schedules that are in their current portal regardless of organization.		 Yes, but filtered to cases they are a case admin for. No No
Supervisors Yes No No No No No No
Capacity Yes No No No No No No

Errors

Function System Admin Portal Admin: member of a Provider Organization Portal Admin: member of non-Provider Organization Portal Admin: No Organization Portal User: Case Admin Portal User: Non-Case Admin Portal User: No Organization
Errors Yes Org sercurity ON: Yes, but only errors for cases or users in their organization or a linked client.
Org sercurity OFF: Yes, all errors.		 Org sercurity ON: Yes, but only errors for cases or users in their organization.
Org sercurity OFF: Yes, all errors.		 Org sercurity ON: Cannot see any errors.
Org sercurity OFF: Yes, all errors.		 No No No

Reports

Function System Admin Portal Admin: member of a Provider Organization Portal Admin: member of non-Provider Organization Portal Admin: No Organization Portal User: Case Admin Portal User: Non-Case Admin Portal User: No Organization
Usage Summary Yes Org sercurity ON: Yes, but only cases in their organization or a linked client.
Org sercurity OFF: Yes, all cases.		 Org sercurity ON: Yes, but only cases in their organization.
Org sercurity OFF: Yes, all cases.		 Org sercurity ON: Cannot see any cases.
Org sercurity OFF: Yes, all cases.		 Yes, but filtered to cases they are a case admin for. No No
Hosted Details Yes Org sercurity ON: Yes, but only cases in their organization or a linked client.
Org sercurity OFF: Yes, all cases.		 Org sercurity ON: Yes, but only cases in their organization.
Org sercurity OFF: Yes, all cases.		 Org sercurity ON: Cannot see any cases.
Org sercurity OFF: Yes, all cases.		 Yes, but filtered to cases they are a case admin for. No No
Users Yes Org sercurity ON: Yes, but only cases in their organization or a linked client organization. The counts in the columns only count portal admins or lower who are members of their organization or a linked client.
Org sercurity OFF: Yes, all cases. The counts in the columns only count portal admins or lower regardless of organization.		 Org sercurity ON: Yes, but only cases in their organization.
The counts in the columns only count portal admins or lower who are members of their organization.
Org sercurity OFF: Yes, all cases. The counts in the columns only count portal admins or lower regardless of organization.		 Org sercurity ON: Cannot see any cases.
Org sercurity OFF: Yes, all cases. The counts in the columns only count portal admins or lower regardless of organization.		 Yes, but filtered to cases they are a case admin for. The counts in the columns are not hyperlinks. No No

Organizations

Function System Admin Portal Admin: member of a Provider Organization Portal Admin: member of non-Provider Organization Portal Admin: No Organization Portal User: Case Admin Portal User: Non-Case Admin Portal User: No Organization
Organizations List Yes Org sercurity ON: Yes, but only their organization and linked clients.
Org sercurity OFF: No.		 No No No No No
Organization Properties Yes Org sercurity ON: Yes, but only their organization and linked clients.
Org sercurity OFF: No.		 No No No No No
Cases List Yes Org sercurity ON: Yes, but only their organization and linked clients.
Org sercurity OFF: No.		 No No No No No
Users List Yes Org sercurity ON: Yes, but only their organization and linked clients.
Org sercurity OFF: No.		 No No No No No
File Repositories List Yes Org sercurity ON: Yes, but only their organization and linked clients.
Org sercurity OFF: No.		 No No No No No
Add Organization Yes Org sercurity ON: Yes, but “Assign as a client of provider” is read-only and set to their organization.
Org sercurity OFF: No.		 No No No No No
Delete Organization Yes Org sercurity ON: Yes, but can only delete their own organization’s linked clients.
Org sercurity OFF: No.		 No No No No No
Cases List > Assign Cases Yes Org sercurity ON: Yes, but can only choose from cases associated with their organization or linked client organizations. Assigning a case unassigns it from its current organization and assigns it to the new organization.
Org sercurity OFF: No.		 No No No No No
Cases List > Unassign Cases Yes No No No No No No
Users List > Assign Users Yes Org sercurity ON: Yes, but can only choose from portal users associated with their organization or linked clients.
Org sercurity OFF: No.		 No No No No No
Users List > Unassign Users Yes Org sercurity ON: Yes, but only users associated with their organization or linked clients. If unassigning a user leaves the user not assigned to any organization in the provider hierarchy, give an error and do not allow it.
Org sercurity OFF: No.		 No No No No No
File Repositories List > Assign repository Yes Org sercurity ON: Yes, but only for client organizations (Not user’s own organization). The repositories available to choose from are those assigned to the user’s own organization.
Org sercurity OFF: No.		 No No No No No
File Repositories List > Unassign repository Yes Org sercurity ON: Yes, but only for client organizations (NOT user’s own organization).
Org sercurity OFF: No.		 No No No No No

Notifications

Function System Admin Portal Admin: member of a Provider Organization Portal Admin: member of non-Provider Organization Portal Admin: No Organization Portal User: Case Admin Portal User: Non-Case Admin Portal User: No Organization
My Notifications Yes Yes Yes Yes Yes Yes Yes
Administration Yes Org sercurity ON: Yes, but only show notifications created by users in their organization or a linked client.
Org sercurity OFF: Yes, all notifications.		 Org sercurity ON: Yes, but only show notifications created by users in their organization.
Org sercurity OFF: Yes, all notifications.		 Org sercurity ON: Cannot see any notifications.
Org sercurity OFF: Yes, all notifications.		 No No No
Add Notification Yes Org sercurity ON: Yes, but cases are limited to those in their organization or a linked client. Recipients are limited to users who are members of their organization or a linked client organization. The organization values shown in the Organization column of the Recipients page are limited to organizations in their provider hierarchy.
Org sercurity OFF: Yes, can select all cases and recipients.		 Org sercurity ON: Yes, but cases are limited to those in their organization. Recipients are limited to users who are members of their organization. The Organization column of the Recipients page only shows their organization.
Org sercurity OFF: Yes, can select all cases and recipients.		 Org sercurity OFF: Cannot successfully create a notification because cannot see any cases or recipients to select.
Org sercurity OFF: Yes, can select all cases and recipients.		 No No No
Delete Notification Yes Org sercurity ON: Yes, but only notifications created by users in their organization or a linked client.
Org sercurity OFF: Yes, all notifications.		 Org sercurity ON: Yes, but only notifications created by users in their organization.
Org sercurity OFF: Yes, all notifications.		 Org sercurity ON: Cannot see any notifications to select so cannot click this.
Org sercurity OFF: Yes, all notifications.		 No No No
Notification Properties Yes Org sercurity ON: Yes, but only notifications created by users in their organization or a linked client.
Org sercurity OFF: Yes, all notifications.		 Org sercurity ON: Yes, but only notifications created by users in their organization.
Org sercurity OFF: Yes, all notifications.		 Org sercurity ON: No.
Org sercurity OFF: Yes, all notifications.		 No No No
Notification Recipients List Yes Org sercurity ON: Yes, but only notifications created by users in their organization or a linked client . only show recipients who are users in their organization or a linked client.
Org sercurity OFF: Yes, all notifications and all recipients.		 Org sercurity ON: Yes, but only notifications created by users in their organization. only show recipients who are users in their organization.
Org sercurity OFF: Yes, all notifications and all recipients.		 Org sercurity ON: No.
Org sercurity OFF: Yes, all notifications and all recipients.		 No No No
Notification Recipients > Copy email to clipboard Yes Org sercurity ON: Yes, but only for recipients who are users in their organization or a linked client.
Org sercurity OFF: Yes, all recipients.		 Org sercurity ON: Yes, but only for recipients who are users in their organization.
Org sercurity OFF: Yes, all recipients.		 Org sercurity ON: No.
Org sercurity OFF: Yes, all recipients.		 No No No
Notification Recipients > Add Yes Org sercurity ON: Yes, but cases are limited to those in their organization or a linked client organization. Recipients are limited to users who are members of their organization or a linked client. The organization values shown in the Organization column of the Recipients page are limited to organizations in their provider hierarchy.
Org sercurity OFF: Yes, can select all cases and recipients.		 Org sercurity ON: Yes, but cases are limited to those in their organization. Recipients are limited to users who are members of their organization. The Organization column of the Recipients page only shows their organization.
Org sercurity OFF: Yes, can select all cases and recipients.		 Org sercurity ON: No.
Org sercurity OFF: Yes, can select all cases and recipients.		 No No No
Notification Recipients > Delete Yes Yes Yes Org sercurity ON: No.
Org sercurity OFF: Yes.		 No No No