User Management
Overview
Factview includes a User Management menu for managing access to a specific dossier.
Navigate to:
Dossier Name → Manage All Cases
From this menu, you can:
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Add users to the dossier.
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Manage user permissions.
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Block users from accessing the dossier.
The ability to add additional users depends on your Factview subscription.
User Overview
This screen displays all users who have access to the dossier. Each user is listed on a separate row.
The permissions assigned to each user are shown alongside their name.
Permission Types
Dossier Owner
Yes (green check mark) / No (red cross)
Dossier Owners have the highest level of access. They can manage the permissions of Administrators and View-Only Users.
Administrator Rights
Yes / No
Administrators have access to all menu items and can manage the permissions of View-Only Users.
Dossier Access
Yes / No
Indicates whether the user has access to the dossier or has been blocked.
Active Session
Yes / No
Indicates whether the user is currently logged in to the dossier.
Inviting a User
To add a new user to the dossier, see the next page on Inviting a User.