Assign or Change a Group's Case/Group Role and Privileges
Groups can have a specific role and/or privileges in conjunction with their case assignment. This is called the “case/group” role and privileges. This role/these privileges will be in effect only when group members are working in the case. By default, a group has no case-related role or privileges.
For details on how Eclipse SE manages group roles/privileges, see Control System Access Using Groups, Users, Roles, and Privileges.
Assign Case/Group Privileges
To assign a case-specific role and privileges in the Group Management workspace, you must be a Super Administrator. Complete the following steps to assign a case/group role and/or privileges.
(This procedure assumes you have assigned case(s) to the group as explained in Assign Cases to Groups or Change Case Group Assignments.)
- Start Eclipse SE Administration and log in as Super Administrator.
- Click the Case Management tab.
- In the navigation panel, expand the User/Group Management menu and click Group Management.
- In the left pane of the Group Management workspace, click the group for which a case/group role and/or privileges are to be assigned.
- In the Case Assignments section of the workspace:
- Click the case for which the group’s role/privileges are being defined.
- Right-click the selected case and select Modify Role and Privileges from the context menu.
- In the Modify Privileges dialog box, select the needed role, then change privileges if needed.
- When finished, click OK. The group will now have the assigned role/ privileges when working in the case.
- If needed, inform the group members of the changes.
Remove Case/Group Role and Privileges
Case/group role and privileges that have been assigned can be changed or removed as follows:
- If a group member is working on the case, notify the user to exit the case.
- Start Eclipse SE Administration and log in as Super Administrator.
- Click the Case Management tab.
- In the navigation panel, expand the User/Group Management menu and click Group Management.
- In the left pane of the Group Management workspace, click the needed group.
- Right-click the selected case and select Clear Role and Privileges from the context menu. The case/group role changes to (not set), and the role/ privileges take effect.
Related Topics
Assign Cases to Groups or Change Case Group Assignments
Control System Access Using Groups, Users, Roles, and Privileges
Last Revision: 6/2/2023
Version: 2019.0.0