Modifying case access

Each case by default can be accessed by the following users and user groups:

User	Description
Submitter	An HR agent who creates a case based on a request from an end user
Users defined on the Case Details tab of a Case form: Requestor Requested On Behalf Of Assigned Group Assigned Individual	Requested On Behalf Of is defined in the On Behalf Of field of a Case form. The [expand] macro is a standalone macro and it cannot be used inline. Click on this message for details. This macro generates standalone content. As a consequence you need to make sure to use a syntax that separates your macro from the content before and after it so that it's on a line by itself. For example in XWiki Syntax 2.0+ this means having 2 newline characters (a.k.a line breaks) separating your macro from the content before and after it.Assigned Group and Assigned Individual are added during case creation in one of the following ways: Defined in a solution (by the HR Administrator) that is used for creation of an HR request in BMC MyIT Universal Client Defined by the HR agent who creates a case.
Case User group (applicable in version 4.7.01)	Case User group includes all case users who have access to BMC HR Case Management: all users who have permissions of Standard Master, Standard Administrator, and Standard User.
Standard Master	Any user who has permissions of Standard Master has unrestricted access to a case. Standard Master users have access to a case even if it is locked.

Related topics

Opening cases

Working-on-cases

On the Case Access tab of the Case form, you can review who has access to a case.

The following screenshot applies to version 4.7.01:

image2017-2-1 13:49:58.png

Any HR agent who has access to a case can modify its default access permissions from the Case Access tab. The following table describes how to change permissions for a case:

To modify access to a case	For user	Notes	On the Case Access tab, do the following...
Restrict access to a case	Submitter On Behalf Of user Requester Assigned group Assigned individual Other users Other groups	You cannot restrict access for a case Submitter and any Standard Master user. In version 4.7.01, this option must be applied to locked cases. When you remove users from the Case Access list, they still have access to a case, because they belong to the Case User group. Thus, you must additionally lock a case.	Select a user, or a group Click Remove. In version 4.7.01, click Lock.
Provide access to a case	Another HR group	In version 4.7.01, this option must be applied to locked cases. Once you provide access to a case for a new HR group, all HR agents from this group receive email notifications that they are granted access to a case In version 4.7.01 this option must be used for locked cases.	Click Add Group.
Provide access to a case	Another HR individual	When you provide access to a case for an HR agent, the HR agent receives email notification that access to a case is granted to this user.	Click Add Person.
Lock a case (applicable in version 4.7.01)	Case User group (all HR agents)	Before locking a case, make sure that all users who need to have access to a case are available in the Access list. When a case is locked, the Case User group is removed and it can be accessed only by users available in the Case Access list.	Click Lock.
Unlock a case (applicable in version 4.7.01)	Case User group (all HR agents)	When a case is unlocked, the Case User group is added to the Case Access list, and a case can be accessed by the Case User group—all HR agents.	Click Unlock.

Modifying case access

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