1.2.5.4.4 Permission Administration

Permissions are defined and managed in the 'Permissions' section of Case Management Administration. To open the Permission Administration dialog, click on the Permission Administration option in the main screen of Case Management Administration.

The Permission Administration dialog provides a list of the defined Permissions.

From this screen, you can:

  • Create Permissions

  • Edit Permissions

  • Delete Permissions

Note:

Permissions are not exported or imported in the same way as case sources and workflows. Instead, permissions associated with case sources and workflows are exported and imported with them.

Creating Permissions

To create a permission, click New.

The Add Permission dialog needs you to enter a key and a name for your new permission. Optionally, you can also add a more verbose description for the permission.

  • The key is a unique, internal identifier for your permission. In most cases, the key can be set to the same value as the name.

  • The name is a user-readable name for your permission. The value that you supply for the name will be used to identify the permission in other areas of EDQ and Case Management.

  • The description is an optional block of text that can be used to supply any additional information that you want to associate with the permission, such as the intended use of the permission, and so on.

Once you have supplied the necessary information, click OK.

Editing Permissions

To edit a permission, press the "Edit..." button. The permissions dialog will appear, populated with the current information for the permission you have chosen to edit:

You can edit the name and/or the description of the permission in this dialog.

Note:

You cannot edit the key after a permission has been created.

  • Click the radio button corresponding to your choice.

  • If you are importing from a client file, use the ellipsis ("...") button to browse to the appropriate location.

  • Select, or supply a file name for, your import file. You can specify the filename either by clicking on it (if you are importing from a client file), or by typing it into the file name area.

Click OK when you have entered the correct details for your permission.

Deleting Permissions

To delete a permission, click on the name of the permission and press the "Delete" button. You will be asked to confirm the operation before the permission is deleted.

Note:

You can delete a permission that is in use.