Task Permissions
Task permissions control access to task-related functions.
The following image shows the permissions that are available.
The table explains these.
Task Permission | What You Can Do If You Have This Permission |
Can change attribute history date/time |
Change the date and time that's recorded on task attributes that have been defined as Behaviour-historical. We recommend you restrict access to this permission. This is because these changes could affect attributes used in case management queries and reporting – For example status and workflow type attributes. |
Can search |
Search for the type of source entity |
Can view summary |
See a summary of tasks by type, recipient, recipient status, priority, completion date, business unit, and business region |
Can create case |
Create a case directly from a task |
Can change |
Change the details and attributes of an existing task (if the user can edit the task) |
The user can't change security or add any entities, but they can upload a document to the task.
Task Permission |
What You Can Do If You Have This Permission |
Can change source entity to entity relationship |
Change the relationship between an entity and a task. |
Can change entity to entity relationship |
Edit and update a relationship between entities in the task. |
Can create |
Create a new task of the specified type. Without additional permissions (listed in this table), after the user saves the task, they can't change it. |
Can create source entity to entity relationship |
Create a relationship between an entity and task. Users can do this even if they don't have the permission to change a task. |
Can create entity to entity relationship |
Link and create a relationship between the entities in a task. |
Can create task |
Create and thread a task to an information report. |
Can delete
|
Delete a task. This permission is overruled by the security access list of a task. If a user has this permission but they don't have the Can Change permissions, they won't be able to delete a task. We recommend you restrict access to this permission. |