Case IQ Knowledge Base

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Access Control List

Case IQ contains a “Dynamic Access Control List” (ACL), which allows System Administrators to grant and revoke permissions by user role (see User Roles). The ACL categorizes permissions in a hierarchy by location in the application and each permission option is indicated by a checkbox. By checking the box, the user role will be granted permission to the option. For example, by checking the “Create” checkbox under the “Case” ACL category, accounts with the user role will be able to add cases in Case IQ.

This article is organized into tabs by ACL category. Click a tab below to see an explanation of every option in the respective ACL category. The Case category contains multiple sub-sections, which you can click to expand. A checkmark ([ü]) indicates an individual permission option.

Cases

The system has granular access controls for cases and their child records. The Case ACL category contains all permission options for case records and all child record types in the system. This section will start by covering the permission options for case records, while the child record sub-categories are documented in the subsequent subsections.

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Info

Please note that a role must have access to view and edit cases to view, add, and edit child record types. If you only grant access to child record types, such as notes, parties, to-do, etc., without granting access to cases, the user role will not be able to add child records.

The main actions for a case are: (1) adding new cases, (2) viewing case history, (3) viewing cases, and (4) editing cases. However, there are separate permissions options to indicate actions users can complete when they own a case, meaning that:

  • If you select the standalone Create, History, View, and Edit options (i.e. the first four permissions sub-categories in the Cases ACL category), users with that role will be able to complete the selected actions for any cases in your application, regardless of case ownership.
  • Selecting View or Edit permission options in either of the Ownership sub-categories (i.e. Case Owner and Investigative Team Member) means that users with that role will only be able to complete the selected actions for cases they own.
    • There are separate permissions options for Case Owner and Investigative Team Member, so you can indicate if the user role should have access to cases when they are a Case Owner and/or an Investigative Team Member. 
    • You may choose permission options in both Ownership categories or just one.

Case

  • [ü] Create: add case records in Case IQ.
  • [ü] Create Restricted Fields: edit fields set as "Restrict Edit" when adding a new case to enter information on the New Case form.
  • [ü] History: view Audit, Workflow, and Actions History grids.
  • [ü] View Source Data: view the source data that created cases and their child forms, including the system fields populated when the record was created, integration job that created the record, and row in the integration data file used to create the record.
  • View
    • [ü] All: view any active case in the system. 
    • Flags
      • [ü] Confidential: view cases set to “Confidential”.
      • [ü] Purged: view cases scheduled to be “Purged”.
    • Team
      • [ü] Access Denied List: view users on the “Access Denied List”.
      • [ü] Investigative Team: view users on the “Investigative Team”.
  • Edit
    • [ü] Assign a case: assign cases to a user as the owner.
    • [ü] Flags: set cases with custom flags. There will be separate options for every custom flag in the system.
    • [ü] Cancel a case: end case records by cancelling it, which removes it from the Cases grid. 
    • [ü] Do not purge: set cases as “Do Not Purge” status, so they cannot be deleted via the purge functionality.
    • [ü] Edit a Closed Case: update cases after they are closed. This grants the user role the same permissions for closed cases as they do for open cases. For example, if a user role can cancel open cases and you grant them "Edit a Closed Case", they will be able to cancel closed cases as well (see Restrict Access to Closed Cases for more).
    • [ü] Mark case confidential: set cases as “Confidential”. Only users with permission to view cases flagged as “Confidential” will be able to access them. 
    • [ü] Save: edit case details after a case record is originally submitted.
    • [ü] Save Restricted Fields: update fields set as "Restrict Edit" when editing existing case records.
    • Team
      • [ü] Access Denied List: add users to cases’ “Access Denied List”.
      • [ü] Investigative Team: add users to cases’ “Investigative Team”.
    • [ü] Workflows: progress cases through their workflow steps. Each custom workflow will have separate controls for every step in the custom workflow process. This permission option does not grant the user role permissions to edit the case in a specific step.
  • Ownership
    • Case owner
      • View
        • [ü] All: view cases of which you are a case owner.
        •     Flags
          • [ü] Confidential: view “Confidential” cases of which you are a case owner.
        • Team
          • [ü] Access Denied List: view the “Access Denied List” for cases of which you are a case owner.
          • [ü] Investigative Team: view the “Investigative Team” for cases of which you are a case owner.
      • Edit
        • [ü] Assign a case: assign cases of which you are a case owner to another user.   
        • [ü] Cancel a case: cancel cases of which you are a case owner.
        • [ü] Do not purge: set cases of which you are a case owner to “Do Not Purge”.
        • [ü] Edit a Closed Case: update cases of which you are a case owner after they are closed. This grants the user role the same permissions for closed cases as they do for open cases. For example, if a user role can cancel open cases and you grant them "Edit a Closed Case", they will be able to cancel closed cases as well (see Restrict Access to Closed Cases for more).
        • [ü] Mark case confidential: set cases of which you are a case owner to “Confidential”.
        • [ü] Save: edit case details for cases of which you are a case owner.
        • [ü] Flags: set cases of which you are a case owner with custom flags. 
        • Team
          • [ü] Access Denied List: add users to the “Access Denied List” for cases of which you are a case owner.
          • [ü] Investigative Team: add users to the “Investigative Team” for cases of which you are a case owner.
        • [ü] Workflows: progress cases of which you are a case owner through their workflow steps.
    • Investigative team member 
      • View 
        • [ü] All: view cases of which you are an investigative team member.
        • Flags
          • [ü] Confidential: view “Confidential” cases of which you are an investigative team member.
        • Team
          • [ü] Access Denied List: view the “Access Denied List” for cases of which you are an investigative team member.
          • [ü] Investigative Team: view the “Investigative Team” for cases of which you are an investigative team member.
      • Edit
        • [ü] Assign a case: assign cases of which you are an investigative team member to another user.
        • [ü] Cancel a case: cancel cases of which you are an investigative team member.
        • [ü] Do not purge: set cases of which you are an investigative team member as “Do Not Purge”.
        • [ü] Edit a Closed Case: update cases of which you are an investigative team member after they are closed. This grants the user role the same permissions for closed cases as they do for open cases. For example, if a user role can cancel open cases and you grant them "Edit a Closed Case", they will be able to cancel closed cases as well (see Restrict Access to Closed Cases for more).
        • [ü] Mark case confidential: set cases of which you are an investigative team member as “Confidential”. 
        • [ü] Save: edit cases of which you are an investigative team member.
        • [ü] Flags: set cases of which you are an investigative team member with custom flags.
        • Team
          • [ü] Access Denied List: add users to the “Access Denied List” for cases of which you are an investigative team member.
          • [ü] Investigative Team: add users to the “Investigative Team” for cases of which you are an investigative team member.
        • [ü] Workflows: progress cases of which you are an investigative team member through their workflow steps.
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Appointments

Appointments are a date-specific child record type that can be used to set up and track a case-related event in Case IQ, such as a meeting or interview. You can choose if users can add, open, cancel, delete, or edit appointment records using the permission options in this sub-category.

  • [ü] Create: add appointments in Case IQ, sending any invitees a notification by email.
  • [ü] View: view appointment details.
  • [ü] Cancel: cancel appointments. This will update the status of appointments and send a notification to invitees that the event will no longer occur.
  • [ü] Remove: delete appointment records. This will update the status of appointments, send a notification to invitees that the event will no longer occur, and delete the appointment record from all Case IQ cases and calendars.
  • Edit
    • [ü] Save: update the details of existing appointments.
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Comments

Users can add comments on notes and to-do records to save more relevant information. The Comments grid is displayed on a Note’s or To-do’s page, where users can add, view, and delete comments for the record. The permission options in this category grant access to the Comments grid on Note’s and To-do’s pages, meaning that users will not be able to add, view, or remove comments if they do not have edit permissions for note or to-do records.

  • [ü] Create: add comments on notes and to-dos.
  • [ü] View: view the Comments grid on notes and to-dos.
  • [ü] Remove: delete comments.
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Custom Forms

Custom forms are child record types created using the in-application Form Builder. When a custom form type is first activated, the system will automatically create user role permissions options for the new custom form type. The Custom Forms ACL sub-category will contain separate subsections of the following permissions for each custom form type.

  • [ü] Create: add records of the custom form type to cases.
  • [ü] Create Restricted Fields: edit fields set as "Restrict Edit" when adding a new custom form to enter information on the New Form page.
  • [ü] View: view records of the custom form type that have been added for cases.
  • [ü] Remove: delete custom form records.
  • [ü] Edit: update the details of existing custom form records.
  • [ü] Edit Restricted Fields: update fields set as "Restrict Edit" when editing existing custom form records.
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Emails

Case IQ emails are a child record of a case, so you can send messages related to a case via email while retaining an audit trail of your communications in the application. For data integrity purposes, you cannot delete emails. To view or update incoming emails sent to the application’s Case Inbox, a user role must have the respective permissions in the emails sub-category.

  • [ü] Create: send emails from a case record.
  • [ü] View: view emails that have been sent to and from a case record.
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Files

When you attach files to a case, to-do, or note, the file becomes a child record of a case. Attaching files to note or to-do records requires create permissions in the files sub-category. However, users will be able to attach files to emails and profiles regardless of file permissions.

  • [ü] Create: add files to a case.
  • [ü] View: view files that have been added to a case.
  • [ü] Remove: delete files.
  • Edit
    • [ü] Save: update the details of existing files.
    • [ü] Set Reporter Access: set "Allow Reporter Access" for a case's files, which will in turn grant the case's reporter access to files if its case was submitted via the application's portal. This permission option will only be available when the two-way functionality of the portal is enabled.
  • Shared Links
    • [ü] Create: send files that have been added to a case via email.
    • [ü] View: view the Shared grid and details of shared file links that have been created.
    • [ü] Edit: update the details of existing shared file links.
    • [ü] History: view audit records of sharing files, updating shared file links, and cancelling shared file links in Case History and User Activity.
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Notes

Notes are a simple child record type used to track any additional details of a case. While notes can contain attached files and comments, only actions specifically concerning note records are organized in the Notes sub-category. The permissions for actions regarding any files and comments added to note records are managed in the following sections: 1.6 Files and 1.3 Comments.

  • [ü] Create: add note records to cases.
  • [ü] View: view notes that have been added to cases.
  • [ü] Remove: delete notes.
  • Edit
    • [ü] Save: update the details of existing note records.
    • [ü] Set Reporter Access: set "Allow Reporter Access" for a case's notes, where the case was submitted by the application's portal and the two-way functionality of the portal has been enabled.
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Parties

A party is a child record type used to save the details of any person, business, or location associated with a case. As profiles and parties often contain similar information, Case IQ contains functionality to use a profile record to populate a New Party form and vice versa. This functionality is not a permission option that can be toggled for a specific user role, but it can be turned off or on in the application settings for all users.

  • [ü] Create: add party records for cases.
  • [ü] Create Restricted Fields: edit fields set as "Restrict Edit" when adding a new party to enter information on the New Party form.
  • [ü] View: view party records
  • [ü] Remove: delete parties.
  • Edit
    • [ü] Save: update the details of existing party records.
    • [ü] Save Restricted Fields: update fields set as "Restrict Edit" when editing existing party records.
    • [ü] Set Reporter Access: set "Allow Reporter Access" for a case's parties, where the case was submitted by the application's portal and the two-way functionality of the portal has been enabled.
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To-Dos

To-dos are a date-specific child record type that can be used to set reminders or ask for assistance on a case. As Case IQ users are assigned to complete to-dos, there are additional permission options to control what a user role can do when: (1) they own a to-do, (2) they do not own a to-do, and (3) a to-do has not yet been assigned to a user. The edit and reassign to-do permissions are separate, meaning that a user role does not need to have permission to edit other users’ to-dos to be able to reassign to-dos.

  • [ü] Create: add to-do records for cases.
  • [ü] Todo owner: authorize user role to be set as “To-do Owner” for to-dos.
  • View
    • [ü] My To-Dos: view to-dos for which you are set as the “To-do Owner”.
    • [ü] Others To-Dos: view to-dos owned by other users.
  • Edit
    • [ü] Complete My To-Dos: mark to-dos that the user owns to “complete”.
    • [ü] Complete others To-Dos: mark to-dos owned by other users to “complete”.
    • [ü] Edit My To-Dos: update the details of existing to-dos owned by the user.
    • [ü] Edit Others To-Dos: update the details of existing to-dos owned by other users.
    • [ü] Reassign: change the user who owns the to-do.
  • Remove
    • [ü] Assigned To-Dos: delete to-dos that have a “To-do Owner”.
    • [ü] Unassigned To-Dos: delete to-dos that do not have a “To-do Owner”.
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Views

On the Views page, you can create quick reports by saving grid filters and columns to show a specific data set.

  • View
    • [ü] View: access the Views page.
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Profile

Profiles are a standalone record type in Case IQ that can be used as a database of information to refer to and quickly populate child records for cases if needed. As profiles and parties often contain similar information, Case IQ contains functionality to use a profile record to populate a New Party form and vice versa. This functionality can be turned off or on in the application settings, as it is not a permission option that can be toggled for a specific user role.

  • Profile
    • [ü] View: view profile records added in Case IQ.
    • [ü] Create: add profiles.
    • [ü] Create Restricted Fields: edit fields set as "Restrict Edit" when adding a new profile to enter information on the New Profile form.
    • [ü] Remove: delete profiles.
    • Edit
      • [ü] Do not purge: mark profiles as “Do Not Purge”.
      • [ü] Save: update the details of existing profile records.
      • [ü] Save Restricted Fields: update fields set as "Restrict Edit" when editing existing profile records.
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Auto-Populate

You can quickly auto-populate standard and custom form fields with pre-existing information if a data form section has been added to it. When a data form template is first activated, the system will automatically create user role permissions options for the new data form. The Auto-Populate ACL sub-category will contain separate subsections of the following permissions for each data form.

  • Data form
    • [ü] View: view the data form's entries to auto-populate the data form section on a custom or standard form.
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If there are multiple cases in your application that are concerned with or the result of another case in any way, the “related cases” functionality allows you to create a connection between the cases and all their associated records for quick reference to each linked case. There are three methods to link related cases in Case IQ: 

  1. Manual links are added directly by a user.
  2. Suggested links are automatically generated recommendations by the system to users, based on the cases’ similar details. However, a user must confirm the suggestion before the cases are linked.
  3. Similar to manual links, automatic links are added directly by a user. However, the user selects the case to link using a "Case Selection" field on the New Case form.

You can choose if a user role can access automatic links, manual links, suggested links, or all types of links.

  • Links
    • Automatic
      • [ü] Create: add links between cases using "Case Selection" fields.
      • [ü] View: view automatically added links between cases.
      • [ü] Edit: update existing automatically added links between cases.
      • [ü] Remove: delete automatic links between cases.
    • Manual
      • [ü] Create: add manual links between cases.
      • [ü] View: view manual links between cases.
      • [ü] Edit: update existing manual links between cases.
      • [ü] Remove: delete manual links between cases.
    • Suggested
      • [ü] Create: add suggested links between cases.
      • [ü] View: view suggested links between cases.
      • [ü] Edit: update existing suggested links between cases.
      • [ü] Remove: delete suggested links between cases.
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Calendar

Case IQ has two calendar views: (1) the general calendar, which displays to-dos and appointments for all cases, and (2) the case calendar, which only shows to-dos and appointments associated with a case. Users will not be able to view to-dos and appointments on either calendar unless they are granted view permissions for each record type (documented in 1.2 Appointments and 1.9 Todos) in addition to the calendar permission options.

  • Calendar
    • [ü] Case calendar: view the calendar for cases, including their to-dos and appointments.
    • [ü] Full calendar: view the calendar for all cases added in Case IQ, including all to-dos and appointments.
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Grids

Records added in Case IQ are collected in “grids”, or tables, on each record page, so you can review all records of a specific type. Grids are configurable in Case IQ, so you can customize the view and information displayed. You can reorder, sort, add, and remove columns, filter data, export, and search for keywords in every grid in the application. By selecting the permission option in the Grids category, the user role can save their current arrangement of any record type grid for which they have view permissions as the default for all users of the application.

  • Grids
    • Edit default grids
      • [ü] Save: make updates to the grid configurations (i.e. the columns displayed) by default for all users of the application.
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Library

The Library is a document repository that provides a central location to store policies, user guides, and other source material. By granting view permissions, the user role can open library files’ pages and preview and download library files.

  • Library
    • [ü] View: view files added to the application's Library.
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Reporting

Case IQ integrates with Yellowfin, a business analytics platform, for reporting, where users can dive deeper into their data by creating reports and dashboards. The permission options in the Reporting category grant access to your instance in Yellowfin, including reports, dashboards, distributing reports, and Yellowfin administration.

  • Administration
    • [ü] Bookmark: add bookmarks for reports, which allow you to save drill paths and filter values.
    • [ü] Folder access: create and manage folders.
    • [ü] User groups: create and manage groups of users in Yellowfin. Groups can be used to broadly manage additional permissions and settings in Yellowfin and for broadcasting reports. 
  • Dashboards
    • [ü] Code editor: create code widgets for dashboards.
    • [ü] Create: add personal dashboards.
    • [ü] Edit: update existing personal dashboards. 
    • [ü] Remove: delete personal dashboards.
    • [ü] View: view personal dashboards.
    • Public dashboard
      • [ü] Create: add public dashboards.
      • [ü] Edit: update existing public dashboards.
      • [ü] Remove: delete public dashboards
      • [ü] View: view public dashboards.
  • Data discovery
    • [ü] Assisted discovery: view "assisted insights" in the report builder, which are automatically generated charts.
    • [ü] Instant insight: access "instant insights", automatically generated explanations and comparisons of report data.
  • Distribution
    • Broadcast
      • [ü] Dashboards: send dashboards via broadcast.
      • [ü] External: send reports to individuals that do not have an Case IQ account.
      • [ü] Internal: send reports to other Case IQ users.
    • Export
      • [ü] Export to CSV/text: save reports to your device as .CSV or .txt files.
      • [ü] Export to DOC: save reports as .docX files.
      • [ü] Export to PDF: save reports as .PDF files.
      • [ü] Export to XLS: save reports as .XLS files.
  • Reports
    • [ü] Edit: update the user’s existing private reports in Yellowfin.
    • [ü] Remove: delete the user’s private reports in Yellowfin.
    • [ü] View: view the user’s private reports. Private reports are those that the author has chosen to restrict access.
    • Create
      • [ü] Ad hoc reports: create reports for one-time use.  
      • [ü] Private: add private reports.
      • [ü] Related reports: allow user to create reports dependent on or pulling data from other reports, i.e. co-display, drill down, and drill through reports.
      • [ü] Sub queries: add sub query reports.
    • Public reports
      • [ü] Create: add public reports, which any users with access to your Yellowfin instance can run and add to their dashboards.
      • [ü] Edit: update existing public reports.
      • [ü] Remove: delete public reports.
      • [ü] View: view public reports.
  • Stories
    • [ü] Create: add story modules, which are visual and text analyses including your reports, using the Story Builder in Yellowfin.
    • [ü] Edit: update existing stories.
    • [ü] Remove: delete stories.
    • [ü] View: view stories.
  • Themes
    • [ü] Create: add color and design templates for Yellowfin presentations.
    • [ü] Edit: update existing presentation themes.
    • [ü] Remove: delete presentation themes.
    • [ü] View: view presentation themes.
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Settings

The permissions options in the Settings category allow users to navigate to the Settings tab of the application, so use discretion when granting these permissions to user roles. The Settings tab contains all administrative functionality to control the application, including user roles, custom workflows, picklists, notifications, and more. Generally, only the System Administrator user or the Super user role can access the Settings tab.

  • Access
    • [ü] View users activity: view a log of actions completed by all users of the application.
    • Team      
      • [ü] Create: add Teams of Case IQ users.
      • [ü] Remove: delete Teams.
      • [ü] View: view Teams added in Case IQ.
      • Edit      
        • [ü] Add/remove members: update the users in an existing Team.
        • [ü] Details: update the details of an existing Team.
    • User     
      • [ü] Create: add user accounts.
      • [ü] Edit: update the details of existing user accounts. 
      • [ü] View: view user account details.
      • [ü] View activity: view the actions that an individual user account has completed.
      • [ü] View history: view the changes made to user accounts.
      • [ü] View user export activity: see a log of configuration data exports completed by a user. 
      • [ü] View user import activity: see a log of configuration data imports completed by a user.
      • Session     
        • [ü] View: view a user account’s login sessions.
    • User Role      
      • [ü] Create: add user roles.
      • [ü] Remove: remove user roles.
      • [ü] View user role history: view the changes made to user roles.
      • Edit      
        • [ü] Save: update existing user roles.
  • Data
    • Data Form Entries
      • [ü] Create: add data form entries.
      • [ü] Remove: remove data form entries.
      • [ü] View: view data form entries on the Data Form Entries page in Settings.
      • [ü]Edit:
        • [ü] Save: update existing data form entries.
    • Flags      
      • [ü] Create: add custom flag types.
      • [ü] Remove: delete custom flag types.
      • [ü] View Flag Settings: view custom flags on the Flags page in Settings.
      • Edit      
        • [ü] Save: update existing custom flags.
    • Holidays      
      • [ü] Create: add holiday calendar rules.
      • [ü] Remove: delete calendar holiday rules.
      • Edit      
        • [ü] Save: update existing calendar holiday rules.
    • Library      
      • [ü] Create: add files to the Library.
      • [ü] Remove: delete Library files.
      • [ü] View: view library documents in Settings. 
      • Edit      
        • [ü] Save: update the details of existing Library files.
    • Packets
      • [ü] Create: add packet options.
      • [ü] Remove: delete packet options.
      • [ü] View: view packet options on the Packets page in Settings.
      • Edit      
        • [ü] Save: update existing packet options.
    • Standard response      
      • [ü] Create: add standard email responses.
      • [ü] Remove: delete standard email responses. 
      • Edit      
        • [ü] Save: update the details of existing standard email responses. 
    • Templates      
      • [ü] Create: upload template .docX files.
      • [ü] Remove: delete template .docX files.
      • Edit      
        • [ü] Save: update the details and version of existing template .docX files.
    • Translations    
      • Edit      
        • [ü] Save: update interface translations on the Translations page.
  • Forms
    • [ü] Form builder: access the Form Builder to (1) create and edit custom and data forms and (2) edit standard forms.
    • Picklist    
      • [ü] Create: add values to a picklist.
      • [ü] Remove: delete picklist values.
      • [ü] View: view all picklist values. 
      • Edit      
        • [ü] Save: update existing picklist values.
  • System      
    • [ü] Export data: export data, including all records in the system, to a CSV file, regardless of the user’s access permissions.
    • Canceled cases      
      • [ü] Restore: reactivate cancelled cases. 
      • [ü] View: view cases that have been cancelled.
    • Configuration export& import      
      • [ü] Export: export application configuration data.
      • [ü] Import: import application configuration data.
    • Data Dictionary:
      • [ü] View: access the Data Dictionary page to generate a list of application configurations.
    • Dialing instruction      
      • [ü] Create: add sets of dialing instructions.
      • [ü] Remove: delete sets of dialing instructions.
      • Edit      
        • [ü] Save: update existing dialing instructions.
    • Email rules      
      • [ü] Create: add email rules. Email rules can be used to set up a system inbox for creating new cases or creating an email address for a case.
      • [ü] Remove: delete email rules.
      • [ü] View: view email rules. 
      • Edit      
        • [ü] Save: update existing email rules.
    • Incoming emails      
      • [ü] Edit: tag incoming emails to the correct case. The user must have edit permissions for emails and view permissions for cases to update an Incoming Email’s page.
      • [ü] Remove: delete incoming emails sent to cases. 
      • [ü] View: view incoming emails sent to cases. The user must have view permissions for emails to view incoming emails in the Incoming Emails grid and an Incoming Email’s page. 
    • Integration logs      
      • [ü] View: view the Integration Logs page.
    • Languages
      • [ü] Create: add language options for the application.
      • [ü] Remove: delete language options.
      • [ü] View: view the Languages page. 
    • Link statistics      
      • [ü] View: view the case link statistics page. 
    • Notifications      
      • [ü] View: view all system notifications options.
      • Edit      
        • [ü] Save: update system notifications details.
    • Options      
      • [ü] View: view all application administration options.
      • Edit      
        • [ü] Save: update application administration options.
    • Purgerecords      
      • [ü] Cancel purge: stop scheduled purges.
      • [ü] Purge: purge records from the system. 
      • [ü] Schedule for purge: schedule selected records to be purged from the system.
    • Themes      
      • [ü] Create: build custom themes.
      • [ü] Remove: delete custom themes.
      • Edit      
        • [ü] Save: update existing custom themes. 
    • Usage dashboard      
      • [ü] View: view the Usage Dashboard page.
  • Workflows
    • Rule
      • [ü] Create: add standalone rules. 
      • [ü] Remove: delete standalone rules.
      • [ü] View: view rules on the Workflows page in Settings.
      • Edit      
        • [ü] Save: update existing standalone rules.
    • Workflow      
      • [ü] Create: build custom workflows.
      • [ü] Remove: delete workflows and/or their statuses and steps.
      • [ü] View: view workflows on the Workflows page in Settings. 
      • Edit     
        • [ü] Save: update existing custom workflows.
Delete
access permissions user account user role acl restrict access permission authorized unauthorized authorization limit access to confidential cases

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