ASSIGNING PERMISSIONS Overview

Staff permission levels determine the access a single staff has to different Needles functions. Needles uses a four-level check box system to set permissions for each function. When the corresponding check box is selected (checked), the following permission levels for each function are granted for that staff. Conversely, if a check box is deselected (unchecked), the following permission levels for each function are denied for that staff. A staff’s permissions can be configured exclusively in the Staff Directory or they can be inherited from the permission group(s) where they are a member.

Permission Levels

The permission levels are defined as:

Staff permission access is separated into the following seven tabs:

My Permissions

Others' Permissions

Case Filter Permissions

Case Type Access Permissions

Report Access Permissions