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ICONviews sets access control filters based on the
user's role (determined by login credentials) to specify
the set of actions and the scope of the data that the user is allowed
to modify and/or view.
As a general rule, organisations are only allowed to see their own
data, since information is structured on a need-to-know basis, and where appropriate, according
to the broad hierarchy of an organisation. In the case of third party organisations, such as
referrers and estate agents, only data that is directly related at a case level will be available.
This association is maintained automatically, based on case data. So for example, if a new case is
opened in Icon, due to a referral from a work provider, then this case will be visible to the work
provider when they log into the portal (assuming they have been granted access rights).
The following mapping rules are used when roles are used to access case data. Note that the
levels of hierarchy in this mapping act as additional filters on the scope of case data visible
to the user.
Customers/Firms
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Level-1: Customer & Customer Admin -
view/edit any cases created by this organisation, from any site.
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Level-2: Fee earner supervisor -
view/edit any of the cases either created by the Supervisor; or
cases created by Fee Earners that reference this supervisor in their case
details.
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Level-3: Fee Earner -
view/edit any of the cases created by this particular Fee Earner.
Referrers/Panel Organisations
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Level-1: Referrer Manager -
view all related cases handled by the Referrer across all divisions of the
referrer organisation (i.e. all cases where this referrer is specifically
noted in the case data).
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Level-2: Referrer -
view all related cases handled by the Referrer at a divisional level of the
referrer organisation (i.e. all cases where this referrer is specifically
noted in the case data, filtered by division).
Estate Agents
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Level-1: Estate Agent Manager -
view all related cases handled by the Estate Agent across all branches of the
estate agent organisation. (i.e. all cases where this estate agent is
specifically noted in the case data).
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Level-2: Estate Agent -
view all related cases handled by the Estate Agent at the branch level.
Clients
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Client - view all of the cases where the client is one of the four possible clients referenced in Case data.
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