Learn how to enable Access Groups for Inbox Items from email intake.
About the Feature
In the 23R3 release, Vault Safety now supports assigning Inbox Item access based on the Sender Person for email intake.
For more information, see Manage Case Access Group Security: Assign Case Access by Local PV Email.
In addition, to use this feature, you must configure Email to Vault Safety Inbox Item and Case Access Group Security.
Grant View Document Access for Document Lifecycles
Follow the steps below to grant View Document permissions to users with the Viewer role for the following document lifecycles:
- AER Lifecycle
- Case Source Lifecycle
- Go to Admin > Configuration > Document Lifecycles > AER Lifecycle > States.
- Select a state. Complete the following steps for all states used in this document lifecycle.
- Go to the Security Settings tab and select Edit.
- Select the View Document checkbox for the Viewer role.
- Save the page.
- Repeat the above steps for the Case Source Lifecycle.
Update Layouts
Go to Configuration > Objects and ensure the following layouts contain the respective fields:
| Object | Layout | Section > Field |
|---|---|---|
Person (person__sys) |
Person Detail Page Layout | Details > Access Group |
(Optional) Transmission (transmission__v) |
Inbound Transmission Detail Page Layout | Details > Sender (Person) |
| Details > Sender (User) |