View Only Access

This article explains how to assign View Only access, includes an example to demonstrate its application, and describes how to filter the Incident Queue specifically for View Only access.

Privileged Users (Admins, Full Access Manager, Custom Access Manager–Incidents): These users can view and act on all incident records. However, if assigned View Only access to a record, their role permissions are overridden, restricting them to viewing the record with no menu or action access. These restrictions are lifted once View Only access is removed.

Investigators & Final Approvers: These employee-level users can act on incident records tied to their assigned tasks, with actions limited to their role (e.g., investigators cannot perform final approvals). If assigned View Only access, their standard task-based permissions for that record are overridden, allowing only record viewing.

Follow these steps to grant View-Only access to the selected incident:

1. Navigate to the desired Incident Details page.
2. Click the More Options icon and select View Only from the list. The View Only window will then appear, showing the available users.
3. Select the desired user checkbox and click Save to grant access.

Assigning and Removing View Only Access

View Only Access Example

Filtering the Incident Queue for View Only Access

© Healthicity, LLC