Case Type Permissions allows you to grant users or groups access to features related to each Application’s case type.
Navigate to Settings > Application Management > Case Type Permissions, here you will be able to view permissions given to a user or user group per case type. Select the Application from the Application drop down and the Case Type from the Case Type drop down to view all the users given permissions to the chosen Case Type.
Adding a user or group to Case Type Type Permissions
Navigate to Settings > Application Management > Case Type Permissions > Grant Permissions, here you will be able to select from the list of all the users in eCASE.
To configure Case Type Permissions, you must first select an Application and a Case Type. Permissions granted to a user for one case type only apply to that case type, and do not carry over to other case types.
You will be able to select multiple users by checking the box to the left of their name. You will be able to select a User Group by selecting the Group from the Add User/Group drop down list. You will also be able to select users based on what Office or User Group they are in by selecting the Office or User Group from their respective drop down list. Once you have selected the user/users that you wish to add click Select.
The user added will then appear in the list of the users given permissions to the selected Case Type. Check the boxes for the particular functions you wish to grant permissions for.
Note that permissions granted to a user for a case type are specific to that selected case type. These are the permissions that can be granted to users:
Folder Permission | Description |
View Folder | Allows users to view case folders. |
Edit Folder | Allows users to edit case folders. |
Delete Folder | Allows users to delete case folders. |
Create Folder | Allows users to create new case folders. |
Set Folder Permissions | Allows users to set unique permissions on case folders. |
Change Folder owner | Allows users to change the folder owner of a case folder. |
Suspend/Resume Folder | Allows users to suspend or resume case folders. |
Close/Reopen Folder | Allows users to close folders or reopen closed folders. |
Change Folder Number | Allows uers to change the unique case folder number. |
Lock/Unlock Folder | Allows users to lock or unlock folders. |
Export Folder | Allows users to export the case folder. |
Abort Folder | Allows users to abort case folders. |
Attachment Permission | Description |
Attachments View | Allows users to view the attachments within the case folder’s Attachments tab |
Add/Edit Attachments | Allows users to add and edit attachments within the case folder’s Attachments tab |
Delete Attachments | Allows users to delete attachments from the case folder’s Attachments tab |
Set Attachment Permissions | Allows users to set unique permissions on attachments in the case folder’s Attachments tab |
Undo Check Out Attachment | Allows users undo check outs on attachments in the case folder’s Attachments tab |
Attachment Lock/Unlock | Allows users to lock or unlock attachments in the case folder’s Attachments tab |
Assignments Permission | Description |
Assign Task | Allows users to assign tasks within case folders |
Take/View Action on Task | Allows users to perform or view tasks within case folders. |
Continue on Workflow | Allows users to Continue the workflow within case folders. |
Delegate Task | Allows users to delegate tasks to other users within case folders. |
Skip Task | Allows users to skip a task within case folders. |
Add/Delete Task | Allows users to add or delete tasks for a case folder. |
Start Workflow | Allows users to start the workflow for a case folder. |