User is unable to add or view data in Case Manager

This is a security role issue. Security Roles in Case Manager are used to control which consumers a user can view and what the user can do with the consumer’s data. Your organization will likely already have the necessary Security Roles setup for use so it is a matter of getting the user into the correct role. Someone with Administrator access will need to log in to change the security role for a user. 

  1. Log in to Case Manager.
  2. From the menu, select Admin | Intuition.
  3. Scroll down to the Security Section and click the arrow to open the section options.
  4. Select Users and search for the user’s account. Click on the pencil.
  5. Scroll down to the “Security Role” field.security role
  6. Select the correct Security Role.
  7. Click Save and Close at the top of the screen.

 

RELATED ARTICLES

Vertex Case Management Multi-Consumer Service Entry | Training Video

Vertex Case Management Multi-Consumer Service Entry | Training Video

Vertex Case Management My Page | Training Video

Vertex Case Management Menu | Training Video

What’s New in Vertex Case Management 8.3.3 | Training Video

User is unable to add or view data in Case Manager

Scroll to Top
Skip to content