Role Overview
Raven Portal uses vendor access roles to control what each user can see and do. Your role is assigned when an administrator invites you or updates your account.
Portal role types
| Role type | Typical title | Summary |
|---|---|---|
org_admin | Organization Admin | Full Higbee org access; HATS admin, user management, all approvals views |
org_user | Organization User | Higbee staff — cases, intake, CTC, tasks, hearings, approvals |
vendor_admin | Vendor Admin | Manage users and templates for a vendor partner |
vendor_user | Vendor User | Work on cases for an assigned vendor |
attorney_user | Attorney User | Assignment-scoped attorney; limited portal areas (no CTC) |
client_user | Case User / Client User | Client-facing access to assigned cases |
Roles are scoped to a vendor. Higbee & Associates organization members have access to org-wide features (intake, HATS, approvals, etc.).
What each role can access
Sidebar visibility (summary)
| Feature | org_admin | org_user | vendor_admin | vendor_user | attorney_user | client_user |
|---|---|---|---|---|---|---|
| Cases | ✓ | ✓ | ✓* | ✓* | ✓* | ✓* |
| Case Intake | ✓ | ✓ | — | — | — | — |
| Hearings | ✓ | ✓ | ✓ | ✓ | ✓ | — |
| Vendors / Offers / Approvals | ✓ | ✓ | — | — | — | — |
| Emails / Calendar | ✓† | ✓† | — | — | — | — |
| Consent to Communicate | ✓ | ✓ | ✓ | ✓ | — | — |
| Tasks (HATS) | ✓ | ✓ | — | — | — | — |
| Settings → Users | ✓ | — | ✓ | — | — | — |
| Settings → HATS admin | ✓ | — | — | — | — | — |
* Case access is limited to vendors and cases you are assigned to.
† Requires Microsoft 365 integration to be enabled.
Edit permissions (summary)
| Action | Who can do it |
|---|---|
| Edit case details | org_admin, org_user, and vendor admins with edit permission |
| Delete cases | Legacy admin role only |
| Assign case user roles on a case | org_admin only |
| Assign hearing attorneys | Higbee org_admin and org_user |
| Review CTC requests | Higbee org members |
| Approve clients / offers | Higbee org members |
| Configure HATS procedures | org_admin only |
Case assignment roles (separate from portal roles)
On each case, staff can be assigned functional roles such as Case Manager, Negotiator, or Appearing Attorney. These control who is responsible for case work but are different from your portal login role.
Role-specific guides
Choose the guide that matches your primary role:
- Organization Admin
- Organization User
- Vendor Admin
- Vendor User
- Attorney User (assignment-scoped)
- Case User (Client User)
Multiple vendor accesses
You may have access to more than one vendor. Your effective permissions combine across active vendor accesses. The sidebar shows features available to any of your active roles.
Requesting access changes
Contact your Organization Admin or Vendor Admin to:
- Add or remove vendor access
- Change your role type
- Grant approval or HATS permissions
Administrators manage users from Settings → Users. See Manage Users.