Assigning Roles on Therefore™ Objects

Role-based access can be configured for most Therefore™ objects (cases, folders, categories, workflows, etc.). If there are objects that are lower down in the hierarchy they will inherit these permissions.

  1. Right-click on any Therefore™ object and select 'Security' to configure role-based access for this object. In this example, all categories under the 'Moyaware Finance' folder will inherit the permissions configured for that folder.

    An image showing the context menu on a Therefore™ object with 'Security' highlighted

  2. In the 'Security' dialog, click 'Add' to assign a new role to the Therefore™ object. The 'Role Assignment' dialog will open.

    A screenshot showing the Security dialog on a Therefore™ object

  3. In the 'Role Assignment' dialog, open the drop-down menu labeled 'Role assigned to this object' and select the role that you wish to assign.

    Image showing the Role Assignment dialog

  4. Click the ellipsis button in the field labeled 'User/Group' to open the 'Select Users or Groups' dialog. Find the users or groups that should have this particular role on this Therefore™ object. Multiple selections can be made. Click on the user or group and click 'Select'.

    Image showing the Assign Users or Groups dialog with a group selected

Users and Groups

The selected users and groups and their role assignment can now be viewed in the Therefore™ object's role assignment dialog.

Image showing the added role on the Therefore™ object

Conditions can be used to refine permissions on a Therefore™ object or on objects further down in the hierarchy without breaking inheritance. Conditions can be defined in the 'Role Assignment' dialog.

Setting Conditions