User permissions for Cases via forms.

In the profile, you configure the administrative permissions and access users should have to cases in each form.

There are two different methods and dialogs for adjusting access settings for forms in the system, providing administrators the ability to view the access settings from two different perspectives. It is important to note that both methods affect the same settings; if a change is made through one method, these settings are also updated in the other method.

• Below is a description of how to configure access settings from the user’s profile. This method of changing case settings is preferable when you want to adjust access settings for a specific profile for one or more forms simultaneously, as it gives you an overview of which forms the profile has or does not have access to.
• If, on the other hand, you need to adjust access settings for a specific form, you should instead use the access settings available under the menu Case Management » Settings. This is because it provides an overview of which profiles have access to the current form. 

Set user permissions in a specific form

Click on the menu Case Management » Settings. Then click on the Permissions icon for the form you want to adjust access for.

Access - Step 1

In the next step, you will first see a list of all 

profiles with administrator rights (1) in the case module, which grants them overriding access and full permissions. You will then see profiles that have some form of assigned access (2), and finally, profiles that lack access to the specific form (3) but have access to the Case Management module.

Access - Step 2

If you wish to see which users belong to a specific profile, you can click on the blue number to the right of the profile name.
Click on the profile to which you want to grant access to change the access settings. You will then have the option to configure five different settings:

1. Register.  If the profile should be allowed to register cases, check this option.
2. Read. Here, you determine how the profile can read a case and whether the profile should be able to share a case publicly outside the site. Depending on the choice under Read, access to the following points will become available.
3. Edit. Decide how the profile should be allowed to edit a case.
4. Delete. Decide how the profile should be allowed to delete a case.
5. Settings. By checking this option, you grant the profile permission to administer the form itself.

Related Content:

• User Permissions for Cases in a Profile

Last updated: 17 January, 2025