Reference the following checklist when setting up users in the CaseMap Admin Console.

The CaseMap Admin Console provides the ability to create roles with varying permissions to help you quickly apply permissions to user accounts. We suggest you create roles based on the types of administrators needing access to the CaseMap Admin Console and the types of users accessing cases in CaseMap or TextMap.

For more information, see Creating roles.

Based on the roles assigned in the CaseMap Admin Console, you can prevent most users from accessing any administrator level menu options or features. These items do not display at all or are inaccessible.

Disabled features can also be verified in the client application (CaseMap or TextMap) from the Help menu by clicking About LexisNexis CaseMap/TextMap. Next, click on the Disabled Features button to view a list of disabled features for the user currently logged into the client application.

Based on the role assignment set up in the CaseMap Admin Console, you can prevent most users from accessing any administrator level menu options or features. These items do not display at all or are inaccessible.

Administrator roles can be created to only allow case administrators the ability to add and modify user accounts for a set of assigned SQL cases in CaseMap or TextMap. Other Administrator roles may be set up to create the SQL databases and SQL case files in the CaseMap Server for CaseMap or TextMap.

For more information, see Creating roles.

If you are migrating existing cases to the CaseMap Server, you will need to map users from the local CaseMap or TextMap Case Staff Member list to the CaseMap Server user accounts set up in the CaseMap Admin Console before users can access the SQL case version in CaseMap or TextMap.

For more information, see Mapping case users.

Creating roles

Creating users in the Admin Console

Mapping users