Permissions

The 4 permissions you can configure for each security code are:

• Search - permission to find and view existing entities and their information.
• Update - permission to edit and change existing entities and their information.
• Insert - permission to create new entities or their information.
• Delete - permission to delete existing entities or their information.

The Case table has two additional permissions that can be configured:

• Lock - permission to terminate a case in WorkZone Client.
• Unlock - permission to reopen a case in WorkZone Client.

There is a big difference between permissions granted to a table for entity or for entity information. If you, for instance, have delete permissions in the Case party table (that contains contacts attached to cases), you are able to remove unwanted contacts from cases. However, if you have delete permissions for the Case table, you can delete an entire case.

Search permission

With a default configuration all security codes are permitted to search in all entities and their information. Otherwise the users would not be able to find or view information in any entity in the system.

Update permission

Users who need to edit existing data must be assigned a security code with this permission.

In the tables for entities (Case, Document, Contact), all users are permitted to edit existing data and to enter information in empty fields. In WorkZone Client, the information contained in the main table is displayed, for example in the details page of cases.

In the tables for entity information (Case party, Case information), the users are permitted to edit all existing data, but are not allowed to add new data. To do this, the users must have insert permission. The user will not be able to add a new contact to a case in WorkZone Client with the update permission alone.

Insert permission

In the tables for entities, all users are permitted to create new entries in the register. This means that the users have permission, for instance, to create new cases in WorkZone Client.

In the tables for entity information, the users are permitted to insert new lines of information. This means that the users have permission, for example, to add new contacts to a case in WorkZone Client.

Even though the user does not have insert permission to the entities tables, it is important that the user has "insert" permissions to the entity information tables. Otherwise the users are not allowed to attach contacts, document etc. to cases. Actually both "insert" and "delete" permissions for entity information tables should be assigned to the users if they cannot maintain important case information, for example, adding and removing contacts.

Delete permission

In the entity tables permission to delete is not recommended. If the user has delete permission here, it means that the user is permitted to delete entire entries in the register. In WorkZone Client, for instance, this means that the user is permitted to delete an entire case.

In the entity information tables, the users are permitted to delete lines of information. This means that the users have permission, for example, to delete contacts from a case in WorkZone Client.

By default, users must have delete permissions to entity information table in order to maintain files, records and contacts (for example cases, documents and contacts) efficiently.

Lock and unlock permissions

The Case table has two additional permissions, "lock" and "unlock". With these two permissions users are allowed to terminate and/or reopen previously terminated cases in WorkZone Client (on the case detail pages).