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How to Set Case Type Access?
To Set Case Type Access follow the below mentioned steps:
| 1. | Click on Settings menu > and select Manage Users. |
| 2. | Once a Grid is loaded on your screen, click on the "Case Type Access" link on the intended User row for whom you want to set case type access; |
| 3. | A pop-up window will open with a list of case types on the left pane as shown below; |
| 4. | Click on a case type and it will load a list of default tabs set in that case type on the right pane. Each Tab will have three check box next to it; |
| 5. | Click on check box to set read, edit, or delete rights for the user. |
Note:
| 1. | By giving access to a User to a particular Case Type, you will be giving access to all the cases in that category (case type).Read Block Case Access, to know how to block access to a particular case for a User. |
| 2. | If you do not wish to give rights to a user to a particular Tab, then leave the check boxes of that Tab unchecked. |
| 3. | Checking only the read check box will allow the user to only view the data and they cannot make any changes to the Tab. |
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