Filltering by a Case Worker:

How can two different agencies using the same system be able to only see their own caseworkers rather than seeing the entire case workers from both the two agencies under filtering by a case worker?

Dear Sheth,

We would first need to create an administrator for each agency within the system. Thereafter, they would only see case workers for their respective agencies. Have a look at the videos on user management that can be found here: specifically, the videos on user groups and roles. You can test the permissions on a virtual machine. Please let me know if you need any support to set these roles up.

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Dear Jan,
What happens in a situation where there is only one Administrator for the two organizations. Is there anyway to curb this?

Maybe you can use User Groups ?.
These represent teams of users working together. For example, there may be a team of social workers in a particular refugee camp providing services to children. There may be another team responsible for the child’s best interest determination. A manager of a user group will have some level of access to all of the data managed by that group (you configure that), but not to the data managed by a different group.

Whatever you do you need to have two separate users with the ability to see different users (either groups or orgs)

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