case_management:edit
permission allows a user to create and modify cases. However, does not grant the ability to close (case_management:close_case
) or delete (case_management:delete_case
) cases.
case_management:close_case
and case_management:delete_case
permissions are considered higher in the permissions hierarchy.
case_management:close_case
permission automatically grants them the ability close a case to edit cases (case_management:edit
), even if that permission has not been explicitly assigned. However, it does not grant them the ability to delete cases (case_management:delete_case
).case_management:delete_case
permission automatically grants them the ability to delete cases and edit cases (case_management:edit
), even without explicitly assigning that permission. However, it does not allow them to close cases (case_management:close_case
).case_management:admin
permission sits at the top of the hierarchy. It grants full control over case management, including editing, closing, and deleting cases, as well as managing related settings.
Owner Role Permissions
Feature | Description | Permissions | Access |
---|---|---|---|
Case Management | View existing cases | case_management:view | |
Case Management | View and edit only the cases shared with the user and their groups, including any linked entities | case_management:restricted | |
Case Management | Create and edit cases. | case_management:edit | |
Case Management | Close Case. | case_management:close_case | |
Case Management | Delete Cases. | case_management:delete_case | |
Case Management | Manage case management settings. | case_management:admin | |
Connections | View existing connections | connections:view | |
Connections | Create and edit connections | connections:edit | |
Global Variables | View existing global variables | global_variables:view | |
Global Variables | Create and edit global variables | global_variables:edit | |
Runners | View existing runners | runners:view | |
Runners | Create and edit runners | runners:edit | |
Tables | View existing tables | tables:view | |
Tables | Create and edit tables | tables:edit | |
Tables | Create and edit tables | tables:edit | |
Workflows | View existing workflows | Workflow:view | |
Workflows | Publish Workflows | workflow:publish | |
Workflows | Create and edit workflows | workflow:edit | |
Workflows | Approve Workflows | workflow:approve | |
Workspaces | Share workspaces resources | workspaces:share | |
Workspaces | Update workspace settings | workspaces:edit | |
Workspaces | Delete workspaces | workspaces:delete |
Contributor Role Permissions
Feature | Description | Scope | Access |
---|---|---|---|
Case Management | View existing cases | case_management:view | |
Case Management | View and edit only the cases shared with the user and their groups, including any linked entities | case_management:restricted | |
Case Management | Create and edit cases. | case_management:edit | |
Case Management | Close Case. | case_management:close_case | |
Case Management | Delete Cases. | case_management:delete_case | |
Case Management | Manage case management settings. | case_management:admin | |
Connections | View existing connections | connections:view | |
Connections | Create and edit connections | connections:edit | |
Global Variables | View existing global variables | global_variables:view | |
Global Variables | Create and edit global variables | global_variables:edit | |
Runners | View existing runners | runners:view | |
Runners | Create and edit runners | runners:edit | |
Tables | View existing tables | tables:view | |
Tables | Create and edit tables | tables:edit | |
Tables | Create and edit tables | tables:edit | |
Workflows | View existing workflows | Workflow:view | |
Workflows | Publish Workflows | workflow:publish | |
Workflows | Create and edit workflows | workflow:edit | |
Workflows | Approve Workflows | workflow:approve | |
Workspaces | Share workspaces resources | workspaces:share | |
Workspaces | Update workspace settings | workspaces:edit | |
Workspaces | Delete workspaces | workspaces:delete |
Viewer Role Permission
Feature | Description | Permissions | Access |
---|---|---|---|
Case Management | View existing cases | case_management:view | |
Case Management | View and edit only the cases shared with the user and their groups, including any linked entities | case_management:restricted | |
Case Management | Create and edit cases. | case_management:edit | |
Case Management | Close Cases | case_management:close_case | |
Case Management | Delete Cases. | case_management:delete_case | |
Case Management | Manage case management settings. | case_management:admin | |
Connections | View existing connections | connections:view | |
Connections | Create and edit connections | connections:edit | |
Global Variables | View existing global variables | global_variables:view | |
Global Variables | Create and edit global variables | global_variables:edit | |
Runners | View existing runners | runners:view | |
Runners | Create and edit runners | runners:edit | |
Tables | View existing tables | tables:view | |
Tables | Create and edit tables | tables:edit | |
Tables | Create and edit tables | tables:edit | |
Workflows | View existing workflows | Workflow:view | |
Workflows | Publish Workflows | workflow:publish | |
Workflows | Create and edit workflows | workflow:edit | |
Workflows | Approve Workflows | workflow:approve | |
Workspaces | Share workspaces resources | workspaces:share | |
Workspaces | Update workspace settings | workspaces:edit | |
Workspaces | Delete workspaces | workspaces:delete |
Case Management Guest
Feature | Description | Permissions | Access |
---|---|---|---|
Case Management | View existing cases | case_management:view | |
Case Management | View and edit only the cases shared with the user and their groups, including any linked entities | case_management:restricted | |
Case Management | Create and edit cases. | case_management:edit | |
Case Management | Close Case. | case_management:close_case | |
Case Management | Delete Cases. | case_management:delete_case | |
Case Management | Manage case management settings. | case_management:admin | |
Connections | View existing connections | connections:view | |
Connections | Create and edit connections | connections:edit | |
Global Variables | View existing global variables | global_variables:view | |
Global Variables | Create and edit global variables | global_variables:edit | |
Runners | View existing runners | runners:view | |
Runners | Create and edit runners | runners:edit | |
Tables | View existing tables | tables:view | |
Tables | Create and edit tables | tables:edit | |
Tables | Create and edit tables | tables:edit | |
Workflows | View existing workflows | Workflow:view | |
Workflows | Publish Workflows | workflow:publish | |
Workflows | Create and edit workflows | workflow:edit | |
Workflows | Approve Workflows | workflow:approve | |
Workspaces | Share workspaces resources | workspaces:share | |
Workspaces | Update workspace settings | workspaces:edit | |
Workspaces | Delete workspaces | workspaces:delete |
Navigate to Roles Settings
Fill in the Necessary Details
Choose the Workspace Role
Choose Permissions
Workspace Scope Permissions
Features | Description | Scope | Access |
---|---|---|---|
Case Management | View existing cases | case_management:view | |
Case Management | View and edit only the cases shared with the user and their groups, including any linked entities | case_management:restricted | |
Case Management | Create and edit cases. | case_management:edit | |
Case Management | Close Case. | case_management:close_case | |
Case Management | Delete Cases. | case_management:delete_case | |
Case Management | Manage case management settings. | case_management:admin | |
Connections | View existing connections | connections:view | |
Connections | Create and edit connections | connections:edit | |
Global Variables | View existing global variables | global_variables:view | |
Global Variables | Create and edit global variables | global_variables:edit | |
Runners | View existing runners | runners:view | |
Runners | Create and edit runners | runners:edit | |
Tables | View existing tables | tables:view | |
Tables | Create and edit tables | tables:edit | |
Workflows | View existing workflows | Workflow:view | |
Workflows | Publish Workflows | workflow:publish | |
Workflows | Create and edit workflows | workflow:edit | |
Workflows | Approve Workflows | workflow:approve | |
Workspaces | Share workspaces resources | workspaces:share | |
Workspaces | Update workspace settings | workspaces:edit | |
Workspaces | Delete workspaces | workspaces:delete |
Workspace Scope Permissions
Features | Description | Scope | Access |
---|---|---|---|
Case Management | View existing cases | case_management:view | |
Case Management | View and edit only the cases shared with the user and their groups, including any linked entities | case_management:restricted | |
Case Management | Create and edit cases. | case_management:edit | |
Case Management | Close Case. | case_management:close_case | |
Case Management | Delete Cases. | case_management:delete_case | |
Case Management | Manage case management settings | case_management:admin | |
Connections | View existing connections | connections:view | |
Connections | Create and edit connections | connections:edit | |
Global Variables | View existing global variables | global_variables:view | |
Global Variables | Create and edit global variables | global_variables:edit | |
Runners | View existing runners | runners:view | |
Runners | Create and edit runners | runners:edit | |
Tables | View existing tables | tables:view | |
Tables | Create and edit tables | tables:edit | |
Workflows | View existing workflows | Workflow:view | |
Workflows | Publish Workflows | workflow:publish | |
Workflows | Create and edit workflows | workflow:edit | |
Workflows | Approve Workflows | workflow:approve | |
Workspaces | Share workspaces resources | workspaces:share | |
Workspaces | Update workspace settings | workspaces:edit | |
Workspaces | Delete workspaces | workspaces:delete |
Workspace Scope Permissions
Features | Description | Scope | Access |
---|---|---|---|
Case Management | View existing cases | case_management:view | |
Case Management | View and edit only the cases shared with the user and their groups, including any linked entities | case_management:restricted | |
Case Management | Create and edit cases. | case_management:edit | |
Case Management | Close Case. | case_management:close_case | |
Case Management | Delete Cases. | case_management:delete_case | |
Case Management | Manage case management settings. | case_management:admin | |
Connections | View existing connections | connections:view | |
Connections | Create and edit connections | connections:edit | |
Global Variables | View existing global variables | global_variables:view | |
Global Variables | Create and edit global variables | global_variables:edit | |
Runners | View existing runners | runners:view | |
Runners | Create and edit runners | runners:edit | |
Tables | View existing tables | tables:view | |
Tables | Create and edit tables | tables:edit | |
Workflows | View existing workflows | Workflow:view | |
Workflows | Publish Workflows | workflow:publish | |
Workflows | Create and edit workflows | workflow:edit | |
Workflows | Approve Workflows | workflow:approve | |
Workspaces | Share workspaces resources | workspaces:share | |
Workspaces | Update workspace settings | workspaces:edit | |
Workspaces | Delete workspaces | workspaces:delete |