User Types

There are three general user types: Administration, Management, and Data Entry. Roles are defined by your administrator to determine what areas of RL6 you can access and how you can interact with files. For each user type, the role can limit the pages viewed and actions performed:

  • Data Entry – these users can enter files but only have view access to files that have already been submitted. This user may also print or email a file, create folders, use simple search and manage notes. While the Data Entry license is available in RL6:Claims, users will almost always be from the File Management or Administration user type.
  • File Management – these users can perform all the tasks of a Data Entry user with the ability to manage files, manage folders, use all search methods, work with in-system alerts, manage tasks, generate reports, and perform some basic report administration tasks.
  • Administration – this user can access all pages and functionality within RL6 for the module specified, including the pages used to create forms, determine security policies, bulk manage user and scope settings, create users, define roles, import/export files, manage schedules, set up alerts and much more.