Permission List
Portal has a flexible security system that allows you to configure who can access applications, and what they can do/see in Portal.
Portal Task Permissions
- TaskReadAll
Permission to see all tasks
- TaskReadOwnCaseTasks
Permission to see related tasks
Granted to role Everybody by default
- TaskParkOwnWorkingTask
Permission to reserve my own tasks
Granted to role Everybody by default
- TaskResetOwnWorkingTask
Permission to reset my own tasks
Granted to role Everybody by default
- TaskWriteName
Permission to change the task name
- TaskWriteDescription
Permission to change the task description
- TaskWriteOriginalPriority
Permission to change the task priority
- TaskWriteActivator
Permission to delegate tasks
Granted to role Everybody by default
- TaskWriteExpiryActivator
Permission to change the expiry responsible
- TaskWriteDelayTimestamp
Permission to change the delay time
- TaskReset
Permission to reset all tasks
- TaskDestroy
Permission to see the Destroy Task action
- TaskWriteExpiryTimestamp
Control whether to change the deadline
- TaskWriteActivatorOwnTasks
Permission to delegate my own tasks
- TaskDisplayAdditionalOptions
Permission to see additional actions
Granted to role Everybody by default
- TaskDisplayResetAction
Permission to see the Reset action
Granted to role Everybody by default
- TaskDisplayReserveAction
Permission to see the Reserve action
Granted to role Everybody by default
- TaskDisplayDelegateAction
Permission to see the Delegate action
Granted to role Everybody by default
- TaskDisplayWorkflowEventAction
Permission to see the Workflow Event action
- TaskDisplayDestroyAction
Permission to see the Destroy action
- TaskResetReadyForJoin
Permission to reset tasks that are in state Ready for Join
Permission to see the Share button in task details
Granted to role Everybody by default
Portal Case Permissions
- CaseReadAll
Permission to see all cases
- CaseDestroy
Permission to delete cases
- CaseWriteName
Permission to change the case name
- CaseWriteDescription
Permission to change the case description
- ShowAllTasksOfCase
Permission to see the related tasks’s action
Granted to role Everybody by default
- ShowCaseDetails
Permission to see the Business details action
Permission to see the Share button in case details
Granted to role Everybody by default
Portal General Permissions
- RoleCreate
Permission to create a new dynamic role
- RoleDelete
Permission to delete a dynamic role
- RoleMove
Permission to move role (select the parent role)
- RoleReadAll
Permission to see all roles
Granted to role Everybody by default
- DocumentRead
Permission to see all documents
- DocumentWrite
Permission to update, delete documents
- DocumentOfInvolvedCaseWrite
Permission to update, delete documents
Granted to role Everybody by default
- DashboardWriteOwn
Permission to update private dashboards
Granted to role Everybody by default
- DashboardWritePublic
Permission to update public dashboards
- AccessFullProcessList
Permission to access the full process list. See Full Process List.
Granted to role Everybody by default
- AccessFullTaskList
Permission to access the full task list. See Full Task List.
Granted to role Everybody by default
- AccessFullCaseList
Permission to access the full case list. See Full Case List.
Granted to role Everybody by default
- AccessFullStatisticsList
Permission to access the statistics section. See Full Statistics Page.
Granted to role Everybody by default
- TaskCaseAddNote
Permission to add notes to a task/case
Granted to role Everybody by default
- TaskCaseShowMoreNote
Permission to see Show more note
Granted to role Everybody by default
- CreatePublicExternalLink
Permission to create public external links, all other users can see the links in the full process list.
- RoleManagement
Permission to access the Role Management tab
- NewsManagement
Permission to manage the content of the News feed
- PasswordValidation
Permission to access the Password Validation section in the Admin Settings page
- DashboardExportOwn
Permission to export private dashboards
- DashboardExportPublic
Permission to export public dashboards
- DashboardImportOwn
Permission to import private dashboards
Granted to role Everybody by default
- DashboardImportPublic
Permission to import public dashboards
Granted to role Everybody by default
Permission to share dashboard links
Granted to role Everybody by default
Portal Absence And Substitute Permissions
- UserCreateAbsence
Permission to create, edit absences of all users
- UserCreateOwnAbsence
Permission to create, edit my own absences
Granted to role Everybody by default
- UserDeleteAbsence
Permission to remove the absence entries for all users
- UserDeleteOwnAbsence
Permission to remove my own absence entries
Granted to role Everybody by default
- UserReadAbsences
Permission to read absences of all users
- UserReadOwnAbsences
Permission to read my own absences
Granted to role Everybody by default
- UserCreateSubstitute
Permission to create substitutes of all users
- UserCreateOwnSubstitute
Permission to create my own substitutes
Granted to role Everybody by default
- UserReadSubstitutes
Permission to read substitutes of all users
Portal Statistic Permissions
- StatisticAddDashboardChart
Permission to add dashboard charts
Granted to role Everybody by default
- StatisticAnalyzeTask
Permission to analyze, filter tasks and export data to excel for advanced analysis
Portal Express Permissions
- ExpressCreateWorkflow
Permission to create Express workflows
Granted to role Everybody by default