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Case Permissions | Axero Documentation

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Case Permissions

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Case permissions control who can see, create, and manage cases.

Setting Case Permissions

  1. From the space, click Manage Space > Permissions.
  2. In the dropdown menu, select Case.
  3. Check or uncheck permissions.
  4. Click Save Changes.

Available Permissions

Permission Description
Create Allow the user to create cases
View Allow the user to view their cases
Edit Allow the user to edit their cases
Delete Allow the user to delete their cases
Upload Attachments Allow the user to add files to their cases
Update Milestone Allow the user to update case milestones
Update Status Allow the user to update case statuses
Update Priority Allow the user to update case priorities
Assign User Allow the user to assign cases to users
Add Recipients Allow the user to add recipients to cases
View All Allow the user to view all cases
Update All Allow the user to edit any cases
Delete All Allow the user to delete any cases
Manage Permissions Allow the user to edit permissions for this content type
Note: Space administrators and site administrators can edit any permissions, whether they have this permission or not.

How to Set Up Private Case Submission

Private case submission lets space members see only the cases they submitted, while space administrators and moderators see all cases. It protects user data and keeps each conversation limited to the people who need it. To set it up, change the case permissions as follows.

  1. From the space, click Manage Space > Permissions.
  2. In the dropdown menu, select Case.
  3. Check the View permission and uncheck the View All permission for the Member role. 
  4. Check the View and View All permissions for the Administrator and Moderator roles.

    Permissions for private case submission
  5. Click Save Changes.
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