Incident & Crisis Manager - Role Permissions & Access Guidance

The below guidance provides an overview of the access level permission options available within each response role in a case type. These can be found within the Incident & Crisis Manager Configuration area.

Role Permissions & Access Guidance - Non-CMT Enabled Environments

This table is only relevant for installations that DO NOT have the Crisis Management Module enabled.

Trigger	Description
Show sensitive data	On: Display Casualty information within Case Overview (+ People boards if permission is granted)
	Off: No visibility/access to casualty information - instead, a person will be marked as a casualty but NO personal identifying information will be shown
Show all events	On: Allows access to view ALL events within the team events log
	Off: No visibility of events log
Show key events	On: Allows access to Key events ONLY within the team events log
	Off: No visibility of Key events in events log
Show escalated events	On: Allows access to Escalated events ONLY within the team events log
	Off: No visibility of Escalated events in events log
Briefings	Off: No visibility/access to briefings
	Read Only: View Briefings only - no actions possible
	Full Access: Allows access to create, edit/update and schedule briefings
Checklists	Off: No visibility/access to checklist items
	Read Only: View role checklists only - no actions possible
	Full Access: Allows access to tick off, and sort role checklists
Contact Logs	Off: No visibility/access to contact log
	Read Only: View contact log - no actions possible
	Full Access: Allows access to create new contact log and edit existing contact logs
Events	Off: No visibility/access to ANY events in events log
	Read Only: No visibility/access to ANY events in events log IF NO ADDITIONAL BELOW  PERMISSIONS ARE SELECTED. Read Only + Show all events: Allows access to VIEW ALL events within events log Read Only + Show key events: Allows access to VIEW KEY events ONLY within the events log Read Only + Show escalated events: Allows access to VIEW ESCALATED events ONLY within events log
	Full Access: Full visibility to ALL events. Option becomes available to 'Add Event' . User gains ability to Upgrade event entry to Key or Escalated item.
Logistics	Off: No visibility/access to logistics log
	Read Only: Allows visibility/access to logistics log to view log entries ONLY
	Full Access: Allows access to edit and manage logistics entries. Option available to add new movement. User can update status of existing entry.
Media	Off: No visibility/access to media log
	Read Only: Allows visibility/access to media log to view log entries ONLY. No option to add new entry. No option to edit existing entry.
	Full Access: Allows access to edit and manage media log entries. Option to add media item. Option to edit existing items.
People	Off: No visibility/access to people board
	Read Only + 'Show sensitive data' toggled OFF: Allows visibility/access to people board to view entries ONLY. No option to add information or change status. When sensitive data is toggled OFF, this will hide personal identifying information across all case components (e.g. status of casualty is visibility, but no name/phone number/employee number) Read Only + 'Show sensitive data' toggled ON: Allows visibility/access to people board to view entries ONLY. No option to add information or change status. Names of all people are visible, regardless of status
	Full Access + 'Show sensitive data' toggled OFF: Allows visibility/access to edit and manage ALL people board entries. Option available to add information or change status. When sensitive data is toggled OFF, this will hide personal identifying information across all case components (e.g. status of casualty is visibility, but no name/phone number/employee number) Full Access + 'Show sensitive data' toggled ON: Allows visibility/access to edit and manage ALL people board entries. Option available to add information or change status. Names of all people are visible, regardless of status
References	Off: No visibility/access to references area
	Read Only: Allows access to view all reference area contents
	Full Access: Allows access to edit and download all reference area contents
Tasks	Off: No visibility/access to task log
	Read Only: Allows access to view task board ONLY. Visibility of ALL tasks assigned to all roles. Option available to change status and add comments to tasks assigned to logged in user. No access to edit status or add comment to tasks assigned to others.
	Full Access: Allows access to edit and manage task log. Visibility of ALL tasks assigned to all roles. Option available to change status, contents and can comment on ALL tasks assigned to all roles. Option available to add new task.
Teams and Roles	Off: No visibility/access to teams and roles in use
	Read Only: Access to view teams and roles ONLY. No option to edit or assign.
	Full Access: Allows access to edit and manage teams and roles. Option to add, edit and delete teams and roles. Option to remove and unassign persons from roles.

 

Role Permissions & Access Guidance - CMT Enabled Enironments

This table is only relevant for installations that are Crisis Management Module enabled.

Trigger	Description
Show sensitive data	On: Display Casualty information within Case Overview (+ People boards if permission is granted)
	Off: No visibility/access to casualty information - instead, a person will be marked as a casualty but NO personal identifying information will be shown
Show all events	On: Allows access to view ALL events within the teams events log (note, this will show ONLY the users team events, not all team events)
	Off: No visibility of events log
Show key events	On: Allows access to Key events ONLY within the team events log (note, this will show ONLY the users team events, not all team events)
	Off: No visibility of Key events in events log
Briefings (Note: this is the primary response team's briefings board - i.e., IMT team)	Off: No visibility/access to briefings
	Read Only: View Briefings only - no actions possible
	Full Access: Allows access to create, edit/update and schedule briefings
Checklists	Off: No visibility/access to checklist items
	Read Only: View role checklists only - no actions possible
	Full Access: Allows access to tick off, and sort role checklists
Contact Logs (Note: this is the primary response team's contact log - i.e., IMT team)	Off: No visibility/access to contact log
	Read Only: View contact log - no actions possible
	Full Access: Allows access to create new contact log and edit existing contact logs
Events	Off: No visibility/access to ANY events in events log
	Read Only: No visibility/access to ANY events in events log IF NO ADDITIONAL BELOW  PERMISSIONS ARE SELECTED. Read Only + Show all events: Allows access to VIEW ALL events within events log Read Only + Show key events: Allows access to VIEW KEY events ONLY within the events log Read Only + Show escalated events: Allows access to VIEW ESCALATED events ONLY within events log
	Full Access: Full visibility to ALL events. Option becomes available to 'Add Event' . User gains ability to Upgrade event entry to Key or Shared item.
Logistics	Off: No visibility/access to logistics log
	Read Only: Allows visibility/access to logistics log to view log entries ONLY
	Full Access: Allows access to edit and manage logistics entries. Option available to add new movement. User can update status of existing entry.
Media	Off: No visibility/access to media log
	Read Only: Allows visibility/access to media log to view log entries ONLY. No option to add new entry. No option to edit existing entry.
	Full Access: Allows access to edit and manage media log entries. Option to add media item. Option to edit existing items.
People	Off: No visibility/access to people board
	Read Only + 'Show sensitive data' toggled OFF: Allows visibility / access to people board to view entries ONLY. No option to add information or change status. When sensitive data is toggled OFF, this will hide personal identifying information across all case components (e.g. status of casualty is visibility, but no name/phone number/employee number) Read Only + 'Show sensitive data' toggled ON: Allows visibility / access to people board to view entries ONLY. No option to add information or change status. Names of all people are visible, regardless of status
	Full Access + 'Show sensitive data' toggled OFF: Allows visibility / access to edit and manage ALL people board entries. Option available to add information or change status. When sensitive data is toggled OFF, this will hide personal identifying information across all case components (e.g. status of casualty is visibility, but no name/phone number/employee number) Full Access + 'Show sensitive data' toggled ON: Allows visibility / access to edit and manage ALL people board entries. Option available to add information or change status. Names of all people are visible, regardless of status
References	Off: No visibility/access to references area
	Read Only: Allows access to view all reference area contents
	Full Access: Allows access to edit and download all reference area contents
Tasks	Off: No visibility/access to task log
	Read Only: Allows access to view task board ONLY. Visibility of ALL tasks assigned to all roles within the user's team. Option available to change status and add comments to tasks assigned to logged in user. No access to edit status or add comment to tasks assigned to others.
	Full Access: Allows access to edit and manage task log. Visibility of ALL tasks assigned to all roles. Option available to change status, contents and can comment on ALL tasks assigned to all roles. Option available to add new task.
Teams and Roles	Off: No visibility/access to teams and roles in use
	Read Only: Access to view teams and roles ONLY. No option to edit or assign.
	Full Access: Allows access to edit and manage teams and roles. Option to add, edit and delete teams and roles. Option to remove and unassign persons from roles.
Stakeholders (Note: this is the secondary + other teams board only - i.e., not visible to the IMT)	Off: No visibility/access to stakeholder log
	Read Only: View stakeholder log - no actions possible
	Full Access: Allows access to create new stakeholder log and edit existing stakeholder logs
CMT Briefings (Note: this is the CMT's  briefings board - i.e., the IMT team has no access)	Off: No visibility/access to briefings
	Read Only: View Briefings only - no actions possible
	Full Access: Allows access to create, edit/update and schedule briefings
Incident Report	Read Only: Access to view the incident report only
	Full Access: Access to interact with the incident report and use the email to function