License Types

  • Updated

OWL License types provide various access rights within each Software Edition as follows:

License Type

Description

Edition(s)

Super AdminOrganization Primary Contact with full access to all system settings, user management, data controls, and platform configuration across the organization.

All

Super Admin UserOrganization Primary Contact with Full administrator rights with the ability to search and interact with data as a standard user.

All

AdministratorGrants Full access to all system settings, user management, data controls, and platform configuration across the organization.

All

Administrator - UserFull administrator rights with the ability to search and interact with data as a standard user.

All

Administrator - TeamAdministrative control over a designated team, including user management and team-specific settings.

All

Administrator - Team - UserOffers team-level administrative access along with full user capabilities for data interaction and searches.

All

SupervisorOversight access to monitor user activity, manage workflows, and ensure compliance within assigned teams

All

Supervisor - UserSupervisor access with full user capabilities for data interaction and searches

All

User FullAllows comprehensive data exploration and interaction across permitted modules.

All

User - Read OnlyRestricts access to viewing data without the ability to search, edit, or interact.

All

Collaborator - Read OnlyView-only access to collaborate platform data without the ability to run searches or make changes.

All

Collaborator - Read Only - No Web AccessLimits viewing to collaborate case shared by email/SMS with no access to the live platform.

All

External Collaborator - FullProvides trusted external users with full interactive access to shared cases and allows them to perform searches within the shared cases.

Enterprise, Smart City

External Collaborator - Read OnlyOffers external parties viewing-only access to shared cases without interactive rights.

Enterprise, Smart City

Information SharingPermission to Create/Update Information Sharing Data based on access rules within the platform.

Enterprise, Smart City


See the chart below for a comparison of the available permissions, access rights, capabilities, and collaboration needs for each of the above License Types. 


The table below provides descriptions for each of the Permissions listed in the above chart:
 

PermissionAction(s)
Manage UsersCreate, edit, disable, or close user accounts
Manage DepartmentsCreate, edit, or delete departments; assign supervisors and add users
Manage RolesCreate, modify, or remove system roles
Manage PermissionsConfigure module‑level access for users and role
Mange ReportingEnable or disable reporting and dashboard access at organization, department, or user level
Case UpdateCreate or update case information, attached records, case status, case type, and compliance details
Case Records & Files Attach/DetachAttach or detach records (subjects, reports, forms, OWLdocs, templates, etc.) to and from cases
Manage Case CompliancesCreate and update compliance rules; enable or disable compliance at organization or department level
Manage Case Status/TypeCreate or update custom case statuses and types
Manage Case TemplatesBuild and update case templates and record templates; assign templates to departments
Delete Records & FilesDelete documents and files from OWLdocs and restore items from the trash bin
Manage Collaboration/ Sharing RecordsConfigure user‑ and role‑level collaboration rules defining read/write access between users
Manage Approval Settings(IPA)Create approval workflows (IPA rules) for actions requiring supervisor or admin approval
Case Collaboration ApprovalsApprove user‑initiated, cross‑department, and external collaboration requests
Manage NotificationsEnable or disable notification settings for users and role
Manage Security PoliciesConfigure MFA settings and reset user security credential
Manage User Storage/UsageManage subscription settings and monitor user storage usage
Manage MarketplaceConfigure and manage data source connector
Manage Link Analysis ConfigurationEnable and configure identity relationship mapping for link analysis
Assign TasksCreate, edit, and assign tasks to users
Reassign CasesChange the record owner for cases
View Audit LogsView audit logs for user activity across modules
Add Notes/Note TypeAdd case notes and create or update note types
Delete NotesDelete notes added by any user
Transfer Records (Change Record Owner)Transfer cases and associated records between users or departments