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Case Permissions | Communifire Documentation

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Case Permissions

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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 milestone
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

 

Setting Case Permissions

Click Manage Space

Click Permissions

Click the dropdown menu

Select Case

Click Save Changes

Case permissions for private case submission

You can set case permissions so space members can only see the cases they submitted, and space administrators and moderators can see all cases. Check the View permission and uncheck the View All permission for the Member role. Check the View and View All permissions for the Administrator and Moderator roles.

Permissions for private case submission

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Comments (1)

   
mdrain
Maxwell Drain

The "Update Milestone" permission appears to be missing from the list of permissions.

1/2/2020 03:37 PM
 · 
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by
   
Foster
Foster Clark

Hi Maxwell,

Update Milestone has been added to this Wiki. Thank you for pointing this out.

Best,
Foster

1/2/2020 04:29 PM
 · 
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