Roles & Permissions and Case Type Access

Four preset roles at a glance

Open Roles & Permissions and choose Doobert to see your organization’s four roles as cards, each with a short description and how many people hold it. Each person holds exactly one role.

• Org Owner (one per organization). Full control of the organization, including deleting it.
• Org Admin (org-wide). Everything an Org Owner can do except deleting the organization. Manages people, can delete records, and edits templates.
• Org Manager (day-to-day operations). Runs cases, animals, tasks and communication. Can create and edit but not delete, can view templates and workflows without editing them, and can’t manage people or org settings.
• Org User (read-only). Sees the organization’s records and reports but changes nothing. This is the default role for anyone newly invited.

Below the cards, the Assign roles table lists everyone in your organization. Change someone’s role from the Role dropdown and it takes effect right away. The Org Owner’s role is locked, because every organization keeps one Org Owner.

See what each role can do

Click Permissions → on any role card to open that role’s page. A grid shows, screen by screen, whether the role can View, Create, Edit, Delete and Approve.

• Reading the grid. A check mark means allowed, a dash means not allowed, and N/A means the action doesn’t apply to that screen.
• Per screen, not per record. Permissions apply to the whole screen. For example, an Org Manager can edit any case, not only their own.
• Approve covers member access requests and animal transfer requests only.
• Roles are fixed. Preset permissions can’t be edited. To change what someone can do, give them a different role.

Choose who can work which case types

Choose Case Type on the Roles & Permissions tab to control which people can work which kinds of cases. The case types come from your organization’s own list. Everyone starts with every case type, so you only need this screen when you want to take one away from someone.

• Grid view. People are listed down the side and case types across the top, grouped A–F, G–L, M–R and S–Z. Uncheck a box to take that case type away from that person. Click a group name to collapse it.
• Org Owners and Org Admins always have every case type. Their boxes show a padlock and can’t be changed here.
• Every case type stays covered. A box with an amber ring means that person is the last one who can work that case type, so it can’t be removed until you give it to someone else.
• At-a-glance counts. Each person shows how many case types they can work (for example, 17 of 20), and each case type shows how many people are restricted from it.
• Change several people at once. Use Select people or the checkboxes, or the ⋮ menu on a row for one person.

By person view

Switch to By person to see the same access one person per row. Each row shows either All 20 case types or exactly what’s missing, such as “17 of 20 — can’t work Foster, Spay/Neuter, Temp Housing.” Click Edit access to change that person’s case types.