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      How to Enable Role-Based Access Control

      This guide will walk you through setting up Role-Based Access Control (RBAC) for your firm dashboard.

      Role-Based Access Control (RBAC) is a security feature that allows your firm to control which users can access specific cases and jobs in your Steno Firm Dashboard. 

      Important Note

      • Enabling RBAC does not change existing job access
      • All users keep their current permissions until you make changes
      • Changes take effect immediately once applied

      Choosing Your Security Model

      You have two options for how RBAC works in your firm:

      Option 1: Open Collaboration (Recommended for Most Firms)

      • Default behavior: Everyone can see all cases (same as today)
      • When needed: Restrict specific confidential cases
      • Best for: Firms that want to occasionally lock down sensitive matters

      Option 2: Restricted Access by Default

      • Default behavior: New cases only visible to Firm admins and the person who creates them
      • When needed: Case admins must explicitly share access
      • Best for: Firms requiring strict security on all cases

      Update Default Case Access

      Prerequisites: You must be a Firm Administrator to enable RBAC

      Step 1: Access Firm Settings

      1. Log into your Firm Dashboard
      2. Click Admin in the top navigation
      3. Select Firm Settings from the dropdown menu Access Firm Settings

      Step 2: Configure Default Settings

      You'll see two options:

      Option 1: Share access to everyone by default
      • Select this to maintain current behavior
      • All new cases will be visible to everyone in your firm
      • You can still restrict individual cases when needed Firm Settings Page - Share with everyone-1

      Option 2: Restrict access to select users by default

      • Select this for maximum security
      • New cases will only be visible to:
        • The person who books the first job (becomes Case Admin)
        • Other Firm Administrators
      • Case Admins must explicitly grant access to other users Default Access Off-1

      Shared links allow anyone with an email link to access case materials, even when dashboard access is restricted to. For complete restriction, disable shared links (see How to Configure Shared Link Settings).

      Step 3: Save Your Settings

      1. Select your preferred option
      2. Click Save at the bottom of the page
      3. You'll see a confirmation that your settings have been updated download (16)

      Configure Shared Links

      Shared links are secure URLs in email notifications that provide direct access to transcripts, exhibits, and job materials without requiring email attachments. You can enable or disable this feature:

       

      Option 1: Enable shared links for the firm (Default)

      • When shared links are enabled, anyone with the link can access the materials directly
      • Important: With this setting, anyone who has the link can access materials—no dashboard account or case permissions required. Enable Shared Links-1

      Option 2: Disable shared links for the firm

      • Dashboard login required before viewing any content
      • When shared links are disabled, your RBAC permissions are fully enforced: recipients without case access cannot view materials, even with the email link. Link Sharing Off-1

      Save Your Changes

      1. Select your preferred setting
      2. Click Save Changes
      3. Settings take effect immediately for new emails
      4. Existing links continue working based on when they were sent

      Need help? Contact concierge@steno.com for setup assistance.

       

      More Articles:

      What Is Role-Based Access Control?

      What Are The Firm Dashboard Roles

      How to Modify Shared Links

      How To Update Case Access