Setting permissions for case relationships

Draft comment:
This topic only applies to BAW, and is located in the BAW repository. Last updated on 2025-03-13 12:15
The permission to create a case relationship is granted by default to #AUTHENTICATED_USERS, meaning that anyone who can log in can create a case relationship. To create a relationship between two cases, a user must have view rights on both cases. The permission to delete a case relationship is granted by default only to the administrator. You can change these settings to match the requirements of your environment.

About this task

The default setting for CREATE_INSTANCE allows any user who can log in to create a case relationship between two cases that the user has view rights with. Also, the default setting for DELETE allows only an administrator to delete a case relationship. If you want to allow only certain users to create or delete case relationships, the default settings might not be appropriate. You can change the permissions on the case relationship class.

Procedure

To change the case relationship class permission:

  1. Navigate to the Case Relationship class in the following path in Administration Console for Content Platform Engine: Data Design > Classes > Other Classes > Link > Case Relationship.
  2. Click the Case Relationship class and click the Security tab.
  3. Change the CREATE_INSTANCE permissions:
    1. In the list, select #AUTHENTICATED_USERS and click the Edit... button.
    2. Clear the Create instance check box, and make any other desired permissions changes, and click OK.
    3. Click the Add... button to add one or more groups to the list.
    4. Add any required permissions, including Create instance if appropriate, and click OK.
  4. Change the DELETE permissions:
    1. In the list, select #AUTHENTICATED_USERS and click the Edit... button.
      Check the Delete check box to allow all users to be able to delete case relationships, and make any other desired permissions changes, and click OK.
    2. Or, click Add to add one or more groups to the list.
      Add the required permissions, including Delete if appropriate, and click OK.