Enable Case Access by Local PV Email

Learn how to enable Access Groups for Inbox Items from email intake.

Last Updated

Note Beginning with 24R1 in April 2024 and for all subsequent releases, the new Vault Safety Help site is the official site for all Vault Safety Help content. This site reflects updates until the 23R3 release only. For the latest information, visit the new site.

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
  1. Go to Admin > Configuration > Document Lifecycles > AER Lifecycle > States.
  2. Select a state. Complete the following steps for all states used in this document lifecycle.
  3. Go to the Security Settings tab and select Edit.
  4. Select the View Document checkbox for the Viewer role.
  5. Save the page.
  6. Repeat the above steps for the Case Source Lifecycle.

Update Page Layouts

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

Object Page 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)