SafeGrounds User Guide

Settings

Managing system-level configuration options and preferences in SafeGrounds

System Settings Overview

The Settings page provides a view into system roles and teams within SafeGrounds. This page is intended to help users understand how access is structured across the application. The Settings page contains two tabs: Roles and Teams.

Roles

The Roles tab displays the four standard roles available in SafeGrounds:

Admin
Case Manager
Resident Advisor
Viewer

Each role card shows the total number of users currently assigned to that role.

Viewing Users by Role

Next to the user count for each role is an ellipsis menu. Selecting View Users opens a slide-over panel that displays a list of all users assigned to that role, allowing you to quickly see who holds a specific role without leaving the page.

Viewing Role Permissions

Clicking directly on a role name opens the Role Details page, which displays a read-only view of all permissions associated with that role organized by category:

Case permissions
Action permissions
Profile permissions
Settings permissions
Search permissions

Note: Permissions cannot be edited from this page. A Back button is available at the top of the page to return to the Roles tab.

Teams

The Teams tab displays a list of all teams configured within SafeGrounds. Teams are used to group users and manage access across classifications. The Teams page shows all existing teams by name along with the number of users assigned to each team.

An ellipsis menu is available next to each team with a single option — View Users — which opens a slide-over panel displaying all members of the selected team.

Team Details

Clicking on a team name opens the Team Details page where admins can manage classification-related access for the team. The Team Details page is divided into two sections:

Classifications

The Classifications section displays the classifications the team currently has access to. Admins can update permissions for these classifications directly from this section. Any changes made here affect how team members can interact with cases under the selected classifications.

Potential Classifications

The Potential Classifications section controls which classifications require approval before cases can be classified under them. Potentials are used so that cases are not classified under a particular classification without approval.

Previewing and Saving Changes

When classification or potential classification changes are made a Preview Changes button appears. Clicking it displays a summary of pending updates including:

Users Who Are Impacted — Users whose access will change if the update is saved
Classification Owners Notified — Classification owners who will receive notifications

Review this information carefully before proceeding. Click Save to apply the changes or Cancel to discard them and return to the Teams list.

Note: A Back button is available at the top of the page to return to the Teams tab.