Security Roles Overview #
toxiCALL® provides a variety of security roles enabling user features such as unlocking cases, managing Keycuts, performing note redaction, and much more. Adding and removing Employees from these roles can be managed at the employee entry screen or through the Roles manager.
This section demonstrates how to manage employee roles using the Lock Manager role as an example.
Locked Cases Overview #
toxiCALL® uses a case lock to ensure multiple specialists are not trying to edit a case at the same time. However, you can open a locked case as read-only. The case lock is attached to both the user and the workstation. The lock is automatically released when the case window is closed, or toxiCALL® is exited properly.
A locked case can be identified with the Lock indicator shown
There may be occasions where a case lock remains, and it should have been released. This can occur if toxiCALL® is not closed down properly or if a workstation is shut down unexpectedly. This is identified as shown in the sample screenshot.
Unlocking a case #
Important
Always confirm that the case(s) to be unlocked are not currently being edited by another user or downloaded to a local database. Unlocking a case could result in unpredictable results or even potential data loss.
First, select one or more cases to be unlocked.
Then Click the Unlock button from the Tools Menu.
Choose Yes, after confirming you want to unlock the selected cases.
Choose OK, to confirm you want to unlock the case.
You will then receive a confirmation message indicating the case(s) have been unlocked.
Case Lock Manager Role #
Using the Left Navigation Panel, expand the Security section, then select Roles.
In the available roles, find the Role named Toxicall Lock Manager. (1) Select the role to (2) see which employees are assigned to this role.
Enable Lock Manager Role for Employees #
Next, click the Link button to select the employees you wish to grant Lock Manager rights to.
Select OK to confirm your choices and you will see they are added to the employee list.
Remove Lock Manager Role from Employees #
First select the employee(s) you wish to remove from the Unlock Manager Role.
Then click the Unlink button.
After clicking the Unlink button, confirm if you wish to remove the Unlock Manager Role.
