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

• ShareTaskDetailsLink

  • 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

  • Granted to role Everybody by default

• ShareCaseDetailsLink

  • 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

• DashboardImportPublic

  • Permission to import public dashboards

• ShareDashboardLink

  • 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