Give Someone Access to a Source Entity

You can give another user access to a source entity if you have the Can add Security Access permission.

  1. Open the case.

  2. Select the Access tab.

  3. Select the type of user:

    • Designations

    • Teams

    • Users

    • Case Teams

  4. Select the designation, team, or user.

  5. Use the Select icon to move the required users to the Selected area.

    By default, the selected designation, team, or user has read-only access.

    This is indicated by the View icon.

  6. To give a user full access, select the View icon.

    It will change to an edit icon.

    You can only use the security access list of a case note if you have been given access to the case note by the case officer of that case.