Restrict User Access Based on Configurable Roles and Permissions
eCourtDate provides all accounts with unlimited users. Users have shared access to the agency account and can complete actions based on their assigned role(s).
Each user's roles and permissions may be distinct per agency.
https://app.ecourtdate.com/settings?tab=roles
SUPER ADMIN
Super Admin is a built-in user role. Any user with Super Admin has all permissions regardless if the user has additional assigned roles.
We recommend only IT, help desk, and admin-level users be assigned Super Admin.
CONSOLE ADMIN
Console Admin is a built-in user role similar to Super Admin but only for the Console Application.
This role is ideal for IT users who are only responsible for automation and need minimal access to each sub-agency.
This role is only available for users with their own identity provider such as Azure Active Directory.
PERMISSION TYPES
|
CREATE |
Create new records |
|
VIEW |
View existing records |
|
UPDATE |
Update existing records |
|
TRASH |
Trash existing records |
|
RESTORE |
Restore an archived or trashed record |
|
ARCHIVE |
Archive an existing record |
PERMISSION CATEGORIES
|
Permission Name |
Permission Description |
|
Clients |
Clients are message recipients such as defendants, probationers, jurors, and witnesses. |
|
Events |
Events are in-person or virtual events such as court dates or office appointments. |
|
Contacts |
Contacts are phone numbers and email addresses that belong to clients. Each client may have an unlimited number of contacts. |
|
Cases |
Cases are court cases that belong to clients. Each court case is based on a unique case number and can link to charges and other relevant details. |
|
Payments |
Payments are payment obligations owed by clients. Payments can be one-off, recurring, or based on a payment plan. |
|
Messages |
Each message is a single outbound message to a contact or an inbound from a contact. Messages can be via email, text, or phone. |
|
Locations |
Locations are physical sites such as courthouses or probation offices. Each event may be linked to a single location. |
|
Flows |
Flows are configuration settings that determine the message templates and schedules used for a given event or payment. |
|
Auto Messages |
Auto Messages are configuration settings that can be used to trigger a single message based on a given client, contact, case, event, or payment. |
|
General Settings |
The agency's General Settings control settings such as Agency Name and Send Mode. |
|
Bulk Actions |
Bulk Actions are used to send mass one-off messages and other actions such as reassigning clients to a different user. |
|
Attorneys |
Attorneys are individual attorneys or firms that are assigned to a case. Attorneys may receive notifications about cases and can use an Attorneys Portal. Cases may be assigned an unlimited number of Attorneys. |
|
Uploads |
Uploads are data files from your Case Management System. Uploads can be manual or automated and can manage all relevant data in-app. |
|
Reports |
Reports are automated datasets and data points of messages with associated filters and date ranges. For example, a Monthly Outbound Messages Report will generate a list of all outbound messages on a monthly basis. |
HIDDEN NAVIGATIONS
Hide in-app links from users to restricted features. For example, Officer users who do not need to change Flows may have the Flows link hidden.
SIMULATE PERMISSIONS
Simulate the permissions of a given role by clicking on the Simulate Permissions button when editing a role.
When in Simulate Mode, an alert will appear in the footer with a list of the simulated permissions. You may then navigate the app with the permissions. Click on Exit Simulate Mode to regain your original permissions.
