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Understanding Case and Team Level Permission In Family Connections

Learn about the options to assign permissions in Family Connections

Travis Collins avatar
Written by Travis Collins
Updated over a week ago

Family Connections provides permissions at the team level, which affect a user's access to all cases, and permissions at the case level, which affect only that case. An individual's permissions to a given case are determined by the greater of their team level permission and their case level permission.ย 

For example, members of a team with no team-level permissions can only view and edit cases to which they have been given case-level permissions.ย 

Team Level Permissions

Team Managers have permission to create, view, and edit all cases for your team. Managers can also manage team members' permissions.

Team Editors can create new cases, and can view and edit ALL cases on a team.

Team Viewers can ONLY view all cases on a team.

Case Manager can create new cases and invite new team members to the case.

Team Members can only edit and access team templates and People Search billing accounts.

No Team Permissions no team-level permissions. Can be invited to individual cases through case-level permissions.

Case Level Permissions

Case Manager can create and edit cases and give case-level permissions to others.

Case Editors can edit the case(s) they are invited to.

Case Viewers can ONLY view the case(s) they are invited to.

Read the Assigning Case Level Permissions article to learn how to apply these permissions.

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