1. Using Investigation Hub Administration Tools
  2. Mapping Case Actions
  3. Mapping Actions to User Roles

5.2 Mapping Actions to User Roles

When a User Role, such as Supervisor or Analyst, is mapped to an Action, then that particular User Role is allowed to perform the mapped action. Each Action can be mapped to multiple User Roles. User Roles must also be mapped to an appropriate User Group. For more information, see Identity Management.

To map the Action to a User Role, follow these steps:

  1. Navigate to the Case Actions/Statuses page.
  2. Select the Action Mapping tab.
  3. Select the Action from the Select Non-Status Changing Case Action drop-down list. The Selected User Role list is updated with all the available User Role.
  4. Select the User Role from the Available User Role list and move it to the Selected User Role list. You can move multiple User Roles at once by using either the Ctrl or Shift button and selecting multiple (or all) user roles from the Available User Roles list and clicking Select Select. You can move all statuses by clicking Select All Select All.
  5. Click Save. A confirmation message is displayed: Saved Successfully.
  6. Click Reset Resetto discards the data entered by you and resets the contents to their original state. Saved changes cannot be reset using this option. This is applicable only when you are editing and want to reset the data.