This article explains the different permissions (roles) on the Exizent platform.
To help you choose the permission level that best suits you and your colleagues, here are the details of the 3 roles to choose from:
| Role | Description |
| Company Admin | A company admin can invite colleagues, change role permissions and create, view, edit and assign cases for anyone in their company. |
| Case owner | All users default to Case Owner permissions when first invited to the platform. A case owner can create cases and assign them to other case owners and company admins. They can only edit cases they have created or cases they have been assigned. They can also add delegates to their cases. |
| Delegate | A delegate can edit cases assigned to them but they cannot create their own cases. |
❗ All users are initially set-up with Case Owner permission level
❗ Only a Company admin can change permission levels
👷 Our team are regularly making improvements and adding new features. Some things may have changed since this guide was written as functionality gets even more fabulous. If you need further assistance, please contact the Customer Success team who are always happy to help.
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