Permission levels

2021-03-19Last updated

Permission levels in AXIS Case Insight are used to define the level of access granted on a case or a file. The different permission levels include View only, View and download, Edit, and Manage, and they can be granted to an integration, user, group, or department.

Manage
Full access to a case or file. For cases, users can create cases, view and edit case details, download files, delete or restore files, share, and change access policies for the case. For files, users can view, edit, download, delete, restore, share, and change access policies for the file.
Note: Guest users with Manage permission do not have full access. Access is restricted to sharing a case or file only.
Edit
For cases, users can create cases, view and edit the case details, and download files but cannot share cases with others or change the case access policies. For files, users can view, edit details, and download the files but cannot share cases with others or change the file access policies.
View and download
For cases, users can create cases and view the case information, and download files but cannot edit or share the case with others. For files, users can view and download files but cannot edit or share files.
View only
For cases, users can create cases and view the case information, but cannot edit or share the case with others. For files, users can only view files.

The following permission levels are used in AXIS Case Insight:

Privilege View only View and download Edit Manage
Case permissions
Create cases
View cases
Create case summary report
Edit cases
Add files to a case
Share cases
Add users to a case
Remove users from a case
Create file request
File permissions
View files
Download files
Create and edit tags and fields
Share files
Add users to a file
Remove users from a file
Note: Users with View only permissions for a case will not be able to view PDF files included in the case. To make PDF files available to these users, see Changing access policies for files.

Security policies

Account administrators can provide users with additional privileges in the Configurations menu Security Policies page.
  • These policies are separate from the Manage, Edit, View and download, or View only permission levels specified for users in cases or files.
  • Some security policies also require users to have Manage permission for cases or files affected by the policy. For example, the ability to view audit trails, protect cases, and delete cases.
Security policy View only View and download Edit Manage
Features that require security policies
Access files not associated with any case1
View audit trail
Protect case
Protect file
Delete case
Delete file
Share cases with users
Access audit trail
Hide visual watermark
Manage devices2
Restore cases2
Restore files2

1Account administrators can specify the permission level that each user or user group has for files not associated with any case.

2Users can restore cases and files from the recycle bin or manage devices regardless of their case or file permission levels.
Note: Access to security policies can only be granted to regular users and is not available for guest users.