Page tree
Skip to end of metadata
Go to start of metadata

The Permissions tab becomes active when responsible parties have been selected on the Basics tab.

This functionality provides control over the the operations which responsible parties and task managers are capable of. Permissions may be established for two types of end-users - Responsible parties(Assignee) and Task managers(users that have a right to manage the tasks)

Permissions for Responsible Parties

These permissions define what responsible parties can do with the tasks assigned to them (e.g. modify, change due date, unassign, reassign to other people).

Each checkbox on this page controls a permission for the responsible party users.

  • , if checked, allows the assignee to change the status of the closed task assigned to them, edit the attached form record of a closed task and perform actions granted in the permissions list below.

  • Edit due date checkbox is only visible if the task has Enable due date setting turned on. If checked, this option will allow the assignee to change the due date of the task.

  • Unassign option allows responsible parties to make tasks that are assigned to them unassigned.

  •  Assign to other Responsible parties option, the Customize button will appear. If you click on that button, the dialog box will pop up allowing to configure settings for a contact group.

The dialog box functions similarly to the one that appears after pressing the Customize button in the Responsible parties section of the Basics tab. It allows the assignee to reassign the task to another party from the customized group of contacts.

Permissions for Task Managers

The functionality controls which portal users should have access to tasks through the Task Management functionality. It also determines if they can view and re-assign such tasks using complex filters that would allow to define user groups to apply the permissions for, define permissions and in case of re-assigning, define for which groups of users the reassignment is possible.

If customs permissions exist, they are displayed in a table in this section. The Contact group column displays the name of the contact group that was selected for the permissions. The Task list column displays the filter settings for the tasks (All tasks if the permission applies to all tasks and Custom task list, to the filtered list of tasks). The third column (Permissions) lists the permissions that are applied.

If no permissions are checked,you can:

  • edit/delete existing permissions, by pressing Edit or Delete.

  • add new permission, by clicking on Add Permissions button.

To add permissions for Task managers, you will need to:

  1. Click on the "Add permissions" button

  2. In the pop-up Select contact group window, choose a group of contacts for whom you would like to set up permissions, and click the Save button. Press the Customize button to apply filters to the selected group.

  3. The next step is setting up the filter for tasks for which the permissions are being set up. By default, all tasks are selected for the permission setting. However, you can customize the tasks that should be included into the permission rule by clicking on the Filter tasks button. Upon clicking the button, a window Edit task list will pop up. In this window, you may set up group of logical expressions and use logical conditions between the groups. This functionality is identical to the same functionality of the Advanced Logic editor

    You can filter the tasks by creators, assignees, date created/changed/closed, statuses and due dates. 

     Click to see the list of available filters :
    • Status

      • Equals/Does not equal - applicable to the status selected in the third dropdown.

        The Select value field is based on the Status' which have been previously created.
    • Assign to

      • Unassigned/Contact - applicable to the selection in the third dropdown.

        The selected contact can only be selected from the Contact Manager assigned.
    • Created by (user)

      • contact selection dropdown - applicable to a contact selected in the second dropdown.

        The selected contact can only be selected from the Contact Manager assigned.
    • Due date

      • equals
      • does not equal
      • is earlier than  
      • is earlier than or equal to
      • is greater than
      • is greater than or equal to

        All options are applicable to the Date selected from the Calendar in the the third field.
    • Date created

      • equals
      • does not equal
      • is earlier than
      • is earlier than or equal to
      • is greater than
      • is greater than or equal to

        All options are applicable to the Date selected from the Calendar in the the third field.
    • Date closed

      • equals
      • does not equal
      • is earlier than
      • is earlier than or equal to
      • is greater than
      • is greater than or equal to

        All options are applicable to the Date selected from the Calendar in the the third field.
    • Date changed

      • equals
      • does not equal
      • is earlier than
      • is earlier than or equal to
      • is greater than
      • is greater than or equal to

        All options are applicable to the Date selected from the Calendar in the the third field.
    • Created by (admin)

      • select the contact which is the Account admin

After you are done setting up logical rules or groups of rules, press the Save button.

The scope of permissions that the selected task managers can be established from the Configure permissions section.

 

 

  • Edit due date enables task managers to modify the due date of a task.

  • Assign to me allows task managers to assign the task to themselves.

  • Unassign allows task managers make tasks unassigned.

  • Assign to lets select to whom the task will be assigned. By default, the contact group that was selected as responsible party will be used.

  • Unassigning and reassigning a task is only possible when the user is connected to the Internet.