Case Management
Automated Case Management
Case Management Dashboard
Case Management Interface
- Managing Cases
- Cases
- Observables
- Alerts
- Attachments
- Tasks
Triggers & Actions
- Actions
- Triggers
Case Management Settings
Case Management Permissions
In the Case Management feature, users can be granted different levels of access based on their roles. These roles define the scope of what actions a user can perform within the Case Management feature— from viewing cases, creating case to managing settings.
Owner
Users assigned the Owner workspace role have full administrative access to all cases and settings within the workspace. This role is intended for users who need complete control over case operations and configurations.
case_management:admincase_management:editcase_management:viewcase_management:delete
Contributor
Users assigned the Contributor workspace role have full administrative access to all cases and settings within the workspace. This role is intended for users who need complete control over case operations and configurations.
case_management:admincase_management:editcase_management:viewcase_management:delete
Case Management Guest
Users assigned the Case Management Guest role, only have permissions to view and edit only the cases shared with the user and their groups, including any linked entities.
case_management:restricted
Editor Role
In order to create editor permissions, you need to create a custom workspace role which allows users to create and edit cases while restricting the ability to make changes to settings.
Creating a Case Management Editor Role
Navigate to Roles Settings
Navigate to the ‘Roles’ Tab, in settings and in the top-right corner, click on ‘New Role’ button in the top right-corner.
A dialogue box will open, displaying all user roles and their permissions.
Fill in the Necessary Details
Add a Role Name and a Role Description.
Choose the Workspace Role
Select the ‘Workspace Role’ option under the Role Scope section.
Choose Permission
Then, select the checkbox next to case_management:edit under the Case Management section:
and select the checkbox next to workspace:edit under the Workspace section to customize the editor permissions. Then click the create icon.
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