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
- SystemTaskReadAll
Permission to see system 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
Granted to role Everybody by default
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
- 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
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