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

  • 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

    • Granted to role Everybody by default

  • DashboardImportPublic
    • Permission to import public dashboards

    • Granted to role Everybody by default

  • 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