Configuring case type access
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.
- 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.
- Viewing authorizations for case type items in a single access group
From the Access Manager you can view settings for access groups other than your own. This allows you to review the authorization settings for access groups and case type items.
- Editing authorizations for case type items in a single access group
In Access Manager you can edit and change the authorization for case type items in a single access group.
- Viewing authorizations for case type items in all access groups
From the Access Manager allows you to view the authorization settings for case type items. You cannot modify authorizations when viewing all access groups.
- Viewing authorizations for case type flows and flow actions in a single access group
Access Manager displays all flows and flow actions defined for each case type in the selected application or applications. This view allows you to review the authorization settings for flows and flow actions.
- Editing authorizations for case type flows and flow actions in a single access group
In Access Manager you can edit and change the authorization for case type flows and flow actions in a single access group.
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