# Enable Case Access by Local PV Email

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 <a href="/en/lr/01182/#assign-case-access-by-local-pv-email">Manage Case Access Group Security: Assign Case Access by Local PV Email</a>.

In addition, to use this feature, you must configure <a href="/en/lr/01200/">Email to Vault Safety Inbox Item</a> and <a href="/en/lr/01304/">Case Access Group Security</a>.

## 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: 
<ul>
    <li>AER Lifecycle</li>
    <li>Case Source Lifecycle</li>
</ul>

<ol>
    <li>Go to <strong>Admin > Configuration > Document Lifecycles > AER Lifecycle > States</strong>.</li>
    <li>Select a state. Complete the following steps for all states used in this document lifecycle.</li>
    <li>Go to the <strong>Security Settings</strong> tab and select <strong>Edit</strong>.</li>
    <li>Select the <strong>View Document</strong> checkbox for the <strong>Viewer</strong> role.</li>
    <li>Save the page.</li>
    <li>Repeat the above steps for the <strong>Case Source Lifecycle</strong>.</li>
</ol>

## Update Layouts

Go to **Configuration > Objects** and ensure the following layouts contain the respective fields: 

<table>
    <col style="width:33%">
    <col style="width:33%">
    <col style="width:33%">
    <thead>
        <tr>
            <th>Object</th>
            <th>Layout</th>
            <th>Section > Field</th>
        </tr>
    </thead>
    <tbody>
        <tr>
          <td>Person (<code>person__sys</code>)</td>
          <td>Person Detail Page Layout</td>
          <td>Details > Access Group</td>
        </tr>
        <tr>
          <td rowspan="2">(Optional) Transmission (<code>transmission__v</code>)</td>
          <td rowspan="2">Inbound Transmission Detail Page Layout</td>
          <td>Details > Sender (Person)</td>
        </tr>
        <tr>
          <td>Details > Sender (User)</td>
        </tr>
    </tbody>
</table>