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Authorise dossier via data filters

You can authorise for dossier item types using filter authorisation.

Use the following data filters:

  • CRM - File items
  • CRM - Submit file item: type of file item

    You use this filter to specify, per dossier item type, whether the user is allowed to add and/or delete a dossier item. You can authorise this filter per group or per user via CRM / Dossier / File type / Filters on the Authorisation tab.

  • CRM - Submit file item: feature value 1

See also

Directly to

  1. Authorise a dossier
  2. Authorisation for menu item
  3. Authorisation for actions
  4. Authorisation via data filters
  5. Authorisation for tab
  6. Filter dossier items by dossier item type (Confidential field)
  7. Edit options for dossier item type (Properties and Destination)

Process

Authorisation

Work area

app