Additional custom privilege folders can be created and managed to meet County specific privilege requirements. A privilege folder identifies the group of individuals being granted access to a privilege case(s) and is sometimes referred to as the ‘access group’.
To create a new privilege folder/access group, click on the Privilege Case EFC link the Left Navigation Panel.
Once the new page loads, click on the Files tab. Then click on New Folder.
Give the folder a friendly name. (i.e., a Worker Name, or a Team Name) and click Create.
Set the permissions for the newly created folder. Select the newly created folder and select Shared With from the Ribbon Bar.
Select ADVANCED.
Select Stop Inheriting Permissions in the Ribbon Bar.
A message warning that permissions are being changed on this folder will display. Click OK.
Where Stop Inheriting Permissions was located has been replaced with Grant Permissions. Select Grant Permissions.
Start typing the name of the individuals who should be able to edit the access to this folder then select them (including yourself).
Select Show Options after the names have been selected.
Change the Drop-Down Menu from Contribute to Full Control and select Share.
Whenever you edit the individuals that have permission to a Privileged EFC folder, an error message will appear. This will not cause any issues in CaseWorks. Simply click the X to close the window.
Select all individuals and groups that should not have any permissions to the Privileged Case and click Remove User Permissions.
Example: Remove permissions from the ‘Core Read’ group, as this group includes all CaseWorks users for this CaseWorks edition. If this role remains in the access group, all staff will still have access to view the privileged case.
For any individuals that should be able to see the Privileged EFC folder, but not be able to edit who can see the Privileged EFC folder, select Grant Permissions once more. Start typing the name of the individuals and select them from the list. Select Show Options after the names have been selected.
Ensure the Drop-Down Menu is set to Contribute and select Share.
Click the X to close out of the error message pop-up.