Configuring Investigative Case Management role responsibilities

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Configure and assign role responsibilities to users.

    Antes de Iniciar

    Role required: admin

    Por Que e Quando Desempenhar Esta Tarefa

    A responsibility, or responsibility definition, specifies the role or function a user has within an entity or organization, determining access through relationships. When creating a relationship, users are assigned specific responsibilities that grant access to the entity and its related entities. For information on linking entities for access control, see Associate and link multiple entities.

    You can use the responsibility definitions provided with the Investigative Case Management plugins. For information on the responsibilities provided with ICM, see Assign user personas, roles, groups, and responsibilities in Investigative Case Management.

    As an admin, you can also modify these role responsibility definitions or create your own to meet your organization requirements.

    Por Que e Quando Desempenhar Esta Tarefa

    Nota:
    If you modify the existing definitions or create definitions, you must update access control lists (ACLs) to reflect the changes.

    Procedimento

    1. Navigate to All > Customer Service > Administration > Responsibility Definitions, or enter sn_customerservice_responsibility_def.list in the navigation filter.
    2. Select New.
    3. On the form, fill in the fields.
      Tabela 1. Responsibility Definition form fields
      Field Definition
      Name Name of the responsibility. For example, Probation Officer.
      Type Type of users to whom the responsibility can be assigned to. Select User if this responsibility should be assigned to an employee or user within the organization. When assigning this type, the list of available users comes from the users [sys_users] table.
      Unique Option that you can select to disable the duplicate entries for the responsibility definition. Leave this box unchecked.
    4. Select Submit.
      The new responsibility definition is created.