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Securing case access

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Improve the security of your Microjourney by configuring case access. When you define what case types and attachments a user can view and edit, you ensure that only the appropriate case workers can acquire specific information about your business processes.

For example, you can ensure that only managers can view documents that include sensitive customer data, and that only case workers with the right permissions can work on cases that process this data.

  • Configuring case type access

    The Access Manager Work & Process tab provides information about the authorizations to operations in the application that users have, based on case types (work classes) in the application. Use Access Manager to configure the actions that access groups can do with case types.

  • Controlling access to case attachments

    Control access to the attachments in a case to enforce security requirements and prevent case workers from inadvertently modifying case data.

  • Managing work across your team

    Achieve the best results while processing your Microjourney by efficiently managing work across your team.

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