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 add office locations, update office location of any case, invite colleagues, change role permissions and create, view, edit and assign cases for anyone in their company. They can also add collaborators to any case |
| 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 edit and update office addresses for cases they have created, been added as a collaborator to or have been assigned. They can also add collaborators to cases they own |
| Delegate | A delegate can edit cases they have been assigned to as a collaborator but they cannot create their own cases or edit case settings |
❗ 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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