Manage access rights

Assign or remove read access

You can assign or remove read access to cases, documents, and contacts for individual users and groups of users.

If you remove all users and groups, you remove the restriction on read access. This means that all users will have read access to this item. 

For more information, see:

Assign or remove read access to a case

Assign or remove read access to a document

Assign or remove read access to a contact

You can also assign or remove read access to multiple cases, documents, or contacts from a list. See Edit multiple items in a list.

Assign or remove write access

You can assign or remove write access to cases, documents, or contacts for users and groups.

Important:

  • You must always assign write access to yourself. Otherwise, your changes to the write access will not be saved.
  • Only you can read and edit your documents in the Personal draft state. You must release your personal draft documents (Change > Release personal draft) to allow other users access them. See Edit document state.

If you remove all users and groups, you remove the restriction on write access. This means that all users have write access.

For more information, see:

Assign or remove write access to a case

Assign or remove write access to a document

Assign or remove write access to a contact

You can also assign or remove write access to multiple cases, documents, or contacts from a list. See Edit multiple items in a list.