Quick Reference

The Restricted Managers feature in IntegrityCounts prevents specific case managers from viewing a report. This is essential when a case involves or implicates someone who would normally have access to case data, such as a senior manager, HR leader, or executive.

IntegrityCounts also has built-in conflict of interest protection: if a manager is named as an implicated party in a report, they are automatically restricted from that case.

How to Restrict a Manager

Step 1: Open the Case

From the Case Manager Dashboard, click on the case where you need to restrict access.

Step 2: Locate the Restricted Managers Section

In the case view, scroll to the Restricted Managers section in the Case Details area.

Step 3: Add a Restricted Manager

Click the Add button or + icon next to Restricted Managers. A dropdown will appear showing all case managers in your organization. Select the person you want to restrict from this case.

Step 4: Confirm

Once added, the restricted manager will no longer see this case in their dashboard, search results, or reports. They will not receive any notifications related to this case.

Automatic Conflict of Interest Protection

IntegrityCounts automatically restricts managers who are named as implicated parties in a report. When a reporter identifies an individual during the intake process, the system checks whether that person is a case manager. If they are, they are automatically added to the Restricted Managers list for that case.

This happens without any manual intervention and ensures that no one can view a case that involves them, even if they would normally have full case access.

Removing a Restriction

If a restriction was applied in error or is no longer needed, click the X next to the restricted manager's name. They will immediately regain access to the case.

All restriction changes are recorded in the case activity log, providing a complete audit trail of who was restricted and when.

When to Use Restricted Managers

Common scenarios where you should manually restrict a manager:

• A case involves their department or direct reports, even if they are not personally implicated
• The reporter has expressed concern about a specific individual seeing their report
• The case involves sensitive topics (e.g., executive conduct, board-level issues) that should be limited to a smaller investigation team
• Regulatory or legal counsel has advised restricting access during an investigation