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Configuring case type access

Updated on July 1, 2021

The Access Manager Work & Process tab provides information about the authorizations to operations in the application that users have, based on case types (work classes) in the application. Use Access Manager to configure the actions that access groups can do with case types.

You can modify authorization for the following user operations on instances of the expanded case type (work class):
  • Open – View and open cases.
  • Run Reports – Run reports that reference cases.
  • Modify – Edit and save cases.
  • Delete – Delete cases.
  • View History – View case history class types.
  • Perform – Access and work on cases of this type that are assigned to other operators.
  • Process Flows – Run the flow, if defined for the case type.
  • Flow Actions – View and click items in the Action menu.
  • Previous topic Granting portal access to an access group
  • Next topic Viewing authorizations for case type items in a single access group

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