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.