Example of a case

2024-02-28Last updated

After you have created your departments, you can create cases for all types of incidents. This example shows how department access policies are applied to a case concerning loss prevention

Figure A. Members of the Loss Prevention Department and their access policies

Two users and one group make up the Loss Prevention department. The access policy for new cases is assigned in the Departments page, which defines the permission level for each user and group.
A Loss Prevention department in Clearance, showing the "Permissions for new cases" security policy and the members included in it.

Figure B. New case assigned to the Loss Prevention Department

After the new case is saved, the members of this department are automatically displayed in the Permissions section. The permission levels displayed next to their names match the ones shown in Figure A.
The Permissions section of a case in Clearance, showing a list of users, groups, and departments and their level of access to the case.
Number Permission description
1 Creator (owner) of the case. By default, the creator of a case has full access to the case (Manage permission level).
2 Users that are members of the Loss Prevention department. The users' respective permission levels (defined in the department) are displayed here automatically.
3 The Loss Prevention group.
4 User group that is a member of Loss Prevention. The group's permission level (defined in the department) is displayed here automatically.
5 User that is not a member of Loss Prevention. By default, users added to cases through the Users field get only Read access to cases. You can change the permission level, as required.
A case in Clearance, showing the Genreal information, permissions, and files sections.


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