CaseMap Server

Creating roles

Creating roles

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Creating roles

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The Roles pane allows you to view a complete listing of roles based on case users or case administrators. Setting up roles allows you to quickly apply permissions for new CaseMap and TextMap case users because each role already contains pre-defined permissions.

 

Roles pane

 

Use the Role pane to:

•View a complete listing of roles for a case database
•Create new roles
•Rename roles
•Delete roles
•Refresh the role list
•Export a list of roles
•View role properties

 

hmtoggle_plus1To view a complete listing of CaseMap role permissions

Reference the following table for a complete listing of role permissions you can apply for CaseMap administrator and case user rights. Permissions will vary for the types of administrator roles and case user roles you set up.

 

Role Permissions

Admin Options

CaseMap User Options

Administer any CaseMap case

Create local cases

Administer assigned CaseMap cases

Create local case templates

Administer server configuration

Open local cases

Alter any case

Open SQL case templates

Alter assigned cases

Administer local case staff

Alter any role

Create replicas of SQL cases

Alter any SQL server

Create replicas of local cases

Alter any user

Open replica cases

Connect Admin Console

Synchronize replicas

Create CaseMap case

Resolve synchronization conflicts

Create role

Convert replica into master

Create SQL server

Create case fields

Create user

Delete case fields

Delete any CaseMap case

Administer field security

Delete any role

Rename case fields

Delete any SQL server

Increase description field size

Delete any user

Alter case field fixed list values

Export any CaseMap case replica

Convert list fields between fixed and open ended

Export any CaseMap case snapshot

Administer ReportBooks

Export assigned CaseMap case replicas

Import PDF documents

Export assigned CaseMap case snapshots

Import data from text files

 

Import e-mails from Outlook

 

Import Issues from NoteMap

 

Convert emails to PDF documents

 

Bates stamp PDF documents

 

Batch copy linked files or PDF documents

 

Batch print linked PDF documents

 

Administer case file viewers

 

Bulk change case linked file viewer

 

Bulk change case linked file paths

 

Bulk auto number records

 

Bulk field copy

 

Bulk field update

 

Bulk link case issues

 

Bulk delete all records in view

 

Run case scripts

 

Import my scripts

 

Alter my scripts

* Consider restricting access to advanced users who know how to write/edit scripts

 

Import all users scripts

 

Alter all users scripts

* Consider restricting access to advanced users who know how to write/edit scripts

 

 
hmtoggle_plus1To view a complete listing of TextMap role permissions

Reference the following table for a complete listing of role permissions you can apply for TextMap administrator and case user rights. Permissions will vary for the types of administrator roles and case user roles you set up.

 

Role Permissions

TextMap Admin Options

TextMap User Options

Administer any TextMap case

Create local cases

Administer any assigned TextMap cases

Open local cases

Administer server configuration

Administer local case staff

Alter any cases

Create replicas of SQL cases

Alter assigned cases

Create replicas of local cases

Alter any role

Synchronize replicas

Alter any SQL server

Import transcripts

Alter any user

Update transcripts

Connect Admin Console

Delete transcripts

Create TextMap case

Edit transcript properties

Create role

Export transcripts

Create SQL Server

Create annotations

Create user

Edit other users' annotations

Delete any TextMap case

Change annotations' owner

Delete any role

Save search for all case users

Delete any SQL Server

Edit searches created by other users

Delete any user

Edit case synonyms

Export any TextMap case replica

Create transcript groups

Export assigned TextMap case replicas

Edit groups created by other users

 

Administer case file viewers

 

Edit case video paths

 

Edit SQL case exhibits folder

 

Manage case issues

 

Manage linked documents

 

Manage SQL case word index

 

 
hmtoggle_plus1To create a role
1.In the CaseMap Server pane, click Roles.

Or click on the View menu and then click Roles.

2.Click the New Role button on the toolbar.
3.In the New Role dialog box, type in the role name in the Name field.

New Role dialog box

4.In the Description field, type in the role description.
5.In the Permissions box, select the check boxes for the permissions you want this role to have.
6.Click Create to create the role.

The new role now displays in the Roles pane.

7.Continue to create roles with varying permissions until you have the templates you need to create users.
8.Click Close when you are finished.

 

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You can also verify any disabled permissions for a user in either CaseMap or TextMap by clicking the Help menu, then clicking About LexisNexis CaseMap/TextMap, and clicking the Disabled Features button.

 
hmtoggle_plus1To add/remove users to a role
1.In the CaseMap Server pane, click Roles.

Or click on the View menu and then click Roles.

2.Click on the role you for which you want to view properties.
3.Click the Role Properties button.

Or click on the Action menu and then click Role Properties.

4.In the Role Properties dialog box, click on the Users tab.
5.Click the Add button to add a user account to this role.
6.In the Add Users dialog box, select the user account, then click OK.

Add Users dialog box

The selected user(s) now display in the Users tab in the Role Properties dialog box.

7.To remove a user from a role, select the users in the Users tab, then click the Delete button.
hmtoggle_plus1To rename a role
1.In the CaseMap Server pane, click Roles.

Or click on the View menu and then click Roles.

2.Click on the role you want to rename.
3.On the Action menu, click Rename.
4.In the Rename dialog box, type in the new role name, then click OK.

Rename

The selected role now displays the new name.
hmtoggle_plus1To delete a role
1.In the CaseMap Server pane, click Roles.

Or click on the View menu and then click Roles.

2.Click on the role you want to delete.
3.Click the Delete button.

Or click on the Action menu and then click Delete.

4.In the message box, click Yes to confirm the action.

The selected role is now permanently deleted from the case database.

 

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Deleted roles are permanently removed from the case. When a role is deleted all assignments of case users for this role are also deleted.

 

 
hmtoggle_plus1To view role properties
1.In the CaseMap Server pane, click Roles.

Or click on the View menu and then click Roles.

2.Click on the role you for which you want to view properties.
3.Click the Role Properties button.

Or click on the Action menu and then click Role Properties.

4.In the Role Properties dialog box, click on the General tab to view a role description and assigned permission levels.
5.Click on the Users tab to view a listing of user accounts created with this role.

Role Properties dialog box > Users tab

8.Click OK when you are finished.
hmtoggle_plus1To export a list of roles
1.In the CaseMap Server pane, click on Roles.
2.Click the Export list button.
3.In the Save As dialog box, locate the folder where you want to save the exported role list, then click Save.
4.In the message box to confirm the export and view the saved file, click OK.

The exported role list is now saved in a directory folder so you may reference it later using Microsoft® Excel.

 

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Need additional help? Email the CaseMap Support team at: casemap.support@lexisnexis.com, or contact a support representative at 877.301.0344. International user? For CaseMap, please call 904.373.2160. The CaseMap Support team is available between the hours of 9:00 a.m. to 9:00 p.m. ET, Monday - Friday.