You decide who can access case records as well as view and edit reports

Customizable Roles

Control Access to Information

Our clients conduct confidential investigations that contain sensitive information. i-Sight has been built to support the kinds of restrictions necessary to ensure the right people on investigative teams have criteria-based access to the right information.

i-Sight allows you to create access roles that reflect your organizational structure. If you restrict access to information based on location, simply configure i-Sight access roles to reflect this structure. Each user has a “Profile” within i-Sight where you can set their access rights.

Our clients restrict access to case information based on criteria such as:

  • department conducting investigation
  • geographical location of allegation
  • exposure
  • involved parties

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i-Sight Fact

i-Sight’s customizable access ensures our customers on every continent comply with relevant privacy laws

Customizable Roles

Field Level Restriction

Many of our clients work with investigation teams, or investigations that require involvement from various departments and external resources. To ensure information security, i-Sight enables you to restrict access to cases all the way down to the field level.

This means that two people may access the same case file, but some information may be hidden from each. This is most often used to restrict access to highly confidential cases or information within a case. Certain information can be suppressed while all other case information can be made available.

Investigation Portals for Third-Parties

It’s also possible to create access roles that allow third-parties to access case records within your case management system. Investigation service organizations using i-Sight provide their clients with access to a restricted set of cases, and a restricted set of information within the cases. This enables their customers, outside legal counsel or law enforcement to log in and view real time updates to case files.

Related Features

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What Users Can Do

Restrict rights so that certain users can be given ‘read-only’ access to cases, while other uses can be given rights to edit case files.

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What Users Can See

Set customized access to ensure case information is visible only to those authorized to see it, based on role level, case type, geographical region, or other criteria.

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Workflow Alerts

Set workflow alerts to keep cases on track and keep managers on top of deadlines and aging cases.

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Case Reviews

Use alerts to enforce a final review of every investigation and the recommended outcome before the case is closed.

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Allow real-time collaboration by providing your investigation team with access to see, add to and edit case files.

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“It’s an excellent tool for me because I don’t have to call that investigator any more to get an update on a case.”


Create →

Create new cases quickly and easily, collecting all complaints and case-related information from any intake stream into one central file.

Manage →

Manage investigations with workflow rules that create a logical, structured process and all case information stored in one place.

Analyze →

Analyze investigation data using i-Sight’s powerful summary reports that provide in-depth information on trends and areas of risk.

Great Technology →

Discover our powerful software platform that is secure and scalable, yet web-accessible and flexible enough for easy integration with other systems.

Easy to Use →

Access i-Sight’s intuitive and friendly interface at any time on any computer or mobile device.