Access Levels

Add an Access Level

1. From the Admin tab, select Tier Admin > Access Levels.
2. Click Add New Access Level.
3. Type a Name for the access level.
4. (Optional) In Sort Order, type a number to indicate the order in which the access level will appear in a list.
5. (Optional) In Description, describe this access level.
6. From Access Privileges, select the privileges for the access level.

   Privilege	Description
   Special inquiry or Search participants	Allows you to view the resulting cases according to the View Cases setting. Only one option shows; Special inquiry or Search participants.
   View cases	Allows you to view and search for cases to which you assigned or for all cases in the tier. You can set View cases to a higher level than Edit cases. For example, you can give users the ability to view and search all cases in a tier while limiting their editing privilege to assigned cases only.
   Edit cases	You can set this option to apply only to assigned cases or for all cases in the tier. This allows the user to view, search, and perform basic editing functions, including editing case details and adding information while handling the case. Additional edit privileges Change issue Allows you to change the issue for a case. Change alert level Allows you to change the alert level for a case. Change status Allows you to change the process status of a case. With this option you can select Close Cases. Note: Check the Close Cases box to give this access level the ability to close cases. Leaving this box unchecked will restrict this access level from being able to close cases. Respond to reporter or ask follow-up questions Allows you to post comments and questions to reporters for cases. Chat with reporter Allows you to use the EthicsChat feature to communicate with the reporter. Change date opened Allows you to manually set an open date for a case, which takes precedence over the date automatically recorded by the system for a non-hotline case. Change escalation status Allows you to change the escalation status for a case. Use participant HR data lookup feature Allows you to look up HR data for case participants who are employees of the organization. The actual data displayed is restricted to fields allowed for users in this tier. To learn how your organization can implement this feature, contact NAVEX Customer Support by submitting a request in the Community. Edit case details Allows you to the Case Details section of the case. Select Request Translation to obtain a translation of the case details. Edit case notes Allows you to edit the case notes. Edit reporter follow-ups Allows you to edit follow up messages to the reporter.
   Reassign cases to other tiers	Allows you to move a case from the current tier to another tier for assigned cases only or for all cases in the tier.
   Assign cases to users	Allows you to assign any case in this tier to any users in this tier.
   Delete cases	Allows you to permanently delete cases. Deleted cases cannot be recovered. Select this option only for a limited number of users in your organization.
   Create new cases	Allows you to create new cases in EthicsPoint Incident Management for the tier. Additional case privileges Automatically assigned to case Allows you to automatically assign a user to cases when they are opened. Enter case summary Allows you to summarize the case. The text appears in the Case Summary box in the General Case Information section of the case. Add attachments Allows you to attach files and links when creating a new case.
   Update assigned tasks	If the user is assigned a task in a case to which the user does not have access, this allows the user to update the task. Select this option in addition to Manage tasks, which you may set only for assigned cases. You can also use this privilege to create an access level for users whose only function is to perform tasks and who are restricted from viewing cases.
   Manage tasks	Allows you to add, edit, or delete tasks for assigned cases or add, edit, or delete tasks for all cases in the tier.
   View analytics	Allows you to see the Analytics tab and to view analytic information for assigned cases or for all cases in the tier. Additional analysis privileges View My Saved Reports, Preformatted Reports and Custom Ad Hoc Query Allows you to view Baseline Statistics and to use the extended analytics module. The user can run preformatted and ad hoc query reports on all cases in this tier to which the user has access. The extended analytics module also allows the user to save preformatted and ad hoc query report settings to re-run in the future. If the user has an access level in another tier that allows access to the extended analytics module, the user can run reports for those cases as well. View Pivot Report Allows you to save and run pivot reports for all cases in the tier to which the user has access. Pivot Report is an optional feature. To learn how your organization can implement this feature, contact NAVEX Customer Support by submitting a request in the Community.

7. Click Submit.