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 👥 User Roles in Casebase

CASEBASE PROVIDES DIFFERENT USER ROLES THAT DEFINE ACCESS LEVELS AND FUNCTIONALITY.

📝 General Introduction

Casebase provides different user roles that define access levels and functionality. Roles are divided into Editor Seats (limited by package) and Non-Editor Seats (unlimited).

  • 👩‍💻 Editor Seats: Admins, Moderators, Members

  • 👀 Non-Editor Seats: Visitors

A user can hold different roles across workspaces, e.g. Moderator in one workspace and Visitor in another.

 

📋Content

🔑 Role Descriptions 

📊 Overview User Permisssions

 

 

🔑 Role Descriptions 

  • Admin (Global Account Admin)

    • Full control over account settings

    • Manage workspaces, users, and integrations

    • Define global whitelabel and template settings

    • Read and write access to all content

  • Moderator (Workspace Admin)

    • Responsible for individual workspaces

    • Read and write access to all workspace content

    • Manage members within a workspace

    • Define workspace-specific whitelabel and template settings

  • Member

    • Access only to assigned workspaces

    • Read and write rights for use cases they are involved in

    • Can submit new use cases

  • Visitor

    • Access only to assigned workspaces
    • Read-only access to summary tab
    • Can´t submit new use cases

 

 

📊 Overview User Permisssions

  
 
Feature Editor Seats  Non-Editor Seats
Admin  Moderator Member Visitor 
Gloabl Account
Settings 		 General Account settings  Create & delete workspaces  ✅ ❌ ❌ ❌
Account Profil & Whitelabel Settings ✅ ❌ ❌ ❌
Create organisational units (Departments & Subdepartments) ✅ ❌ ❌ ❌
Integrations  ✅ ❌ ❌ ❌
Templates Settings Create templates (across all workspaces) ✅ ❌ ❌ ❌
Create workflows (across all workspaces) ✅ ❌ ❌ ❌
User Management Invite users ✅ ➖
same or lower roles in assigned workspaces		 ➖
same or lower roles in assigned workspaces		 ❌
Delete users ✅ ❌ ❌ ❌
Assigne roles ✅ ➖
same or lower roles in assigned workspaces  		 ❌ ❌
Edite user profils ✅ All users ✅ Personal user profile  ✅ Personal user profile  ✅ Personal user profile 
Set up 2-factor auhorization ✅ ✅ ✅ ✅
Edit notification settings ✅ ✅ ✅ ✅
Access to workspaces ✅ All workspaces ✅Registered users assigned to a workspace ✅Registered users assigned to a workspace ✅Registered users assigned to a workspace
Workspace Settings General Workspace Settings Edite Workspace Profil & Whitelabel Settings ✅ ✅ ❌ ❌
Add  free text fiel under organisation units ✅ ✅ ❌ ❌
Integrations  ✅ ✅ ❌ ❌
Templates Settings Create templates (With the exception of settings inherited from the global account) ✅ ✅ ❌ ❌
Create workflows  (With the exception of settings inherited from the global account) ✅ ✅ ❌ ❌
Library (Overview) Search ✅ ✅ ✅ ✅
Filter ✅ ✅ ✅ ✅
Export (.xlsx, .pdf) ✅ ✅ ✅ ✅
View options (Kanban, Tiles, List) ✅ ✅ ✅ ✅
Single Use Case Create, edit & delete use cases  ✅ ✅ ➖
Only as owner as a team member (=people tab)		 ❌
Create, delete comments  ✅ ✅ ✅ ❌
Share use cases  ✅ ✅ ✅ ✅
Read & Write all tabs  ✅ ✅ ✅ ➖
read only right of the summary tab
Power Point Export  ✅ ✅ ✅ ❌
Start & end evaluation session  ✅ ✅ ➖ Only as owner as a team member (=people tab) ❌
Evaluate use cases (if session started) ✅ ✅ ✅ ❌
Check/uncheck Quality Gate Checklist ✅ ✅ ❌ ❌
Create use case relations ✅ ✅ ✅ ❌
Archive use case  ✅ ✅ ❌ ❌
See Historization (updates) ✅ ✅ ✅ ❌
Dashboard Filtering ✅ ✅ ✅ ❌
Portfolio Managemnet  Read & Edit persmissions Portfolio Matrix view ✅ ✅ ❌ ❌
Download PowerPoint Chart Portfolio Matrix ✅ ✅ ❌ ❌
Read & Edit persmissions Kanban Board view ✅ ✅ ❌ ❌
Read & Edit persmissions Roadmap ✅ ✅ ❌ ❌
Read & Edit persmissions Management List  ✅ ✅ ❌ ❌
My Collection  Edit and delete drafts ✅ ✅   ✅ ❌
List views (Published, Liked, Strored)   ✅ ✅ ✅ ❌