Assign user personas, roles, groups, and responsibilities in Investigative Case Management

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 3 Minuten Lesedauer

    • By default, Investigative Case Management comes with roles, personas, and responsibilities that can be assigned to existing users on the platform.

    Assigning user roles

    Assign roles to members of your investigative organization Investigative Case Management application so that your users can have delegated access to Investigative Case Management features, capabilities, and data. You must have the admin role.

    There are a few best practices when assigning roles to users: To assign roles to a user:
    1. Make sure the user exists. If not, navigate to the user table and create the user.
    2. Navigate to All > User Administration > Users to create a user record, or open an existing user record.
    3. In the Roles related list, select Edit.
    4. In the Collection list, select the desired roles, and then select Add
    5. Select Save.
    6. Repeat as many times as needed until all desired users are added to and associated with the organization and have the desired role.
    You can also create user groups and assign roles to them. Users assigned to the group inherit the roles.

    Using assignment groups to create organizational teams

    There are a few best practices when creating groups:
    • Create one group for administrators and assign the admin role to this group only.
    • Create as many groups as needed in your organization. For example, create an investigator group for each supervisory agent team, and a larger investigator group for the investigators for the entire organization, and a group for all the supervisory agents with their manager. Assign the necessary users to those groups, and then assign the necessary role to those groups if you haven't already. You can create groups first, assign a role to the group, and add users, OR you can add user roles individually and then add them to the group. Anyone in the manager field automatically gets investigator privileges too because they are part of the group.
    To create a user assignment group:
    1. Navigate to All > User Administration > Users to create group record.
    2. Navigate to to add users to the group, and repeat as many times as needed until all desired users are added to the group.
    3. Add role to group.

    For more information on the roles available in Investigative Case Management and to determine which makes sense for each user, see Investigative Case Management roles and Investigative Case Management Personas

    Responsibilities

    The following is a list of all responsibilities that are provided with the ICM base system by default. Responsibility definitions can be used to build teams of users in the Teams tab within the ICM workspace. You can assign these using the dropdown menu on the Teams tab.

    Responsibilities are different than user roles; responsibilities are tied to the case only and determined at the case level. These can only be assigned once a case has been created. A user can have multiple responsibilities across cases, per case, and a user's responsibility within a case does not affect a user role.

    The following is a list of all responsibilities that are provided with the ICM base system by default. Responsibility definitions can be added and removed as needed using the responsibility definition table. For information on how to configure responsibility definitions, see Configuring Investigative Case Management role responsibilities.
    Tabelle : 1. Responsibility table
    Responsibility
    Case Agent
    Coroners Office Liason
    Crime Lab Technician
    District Attorney
    Expert Analyst
    Internal Affairs Officer
    Investigative Assistant
    Special Agent in Charge
    Supervisory Agent