Sections in This Article
Users must be assigned permissions to access to Inbox Item actions. There are different levels of security for Inbox Items. The following sections describe how the system grants access to Inbox Items based on the configured permissions.
Permission Set Security
A user’s Security Profile must contain a Permission Set granting them the appropriate access to Inbox Items. Vault Online Help provides more guidance on configuring Permission Sets.
The following table describes the level of access each permission grants to Inbox Items:
| Permission | Access Granted |
|---|---|
| Read |
|
| Create |
|
| Edit |
|
| Delete |
|
Lifecycle State Security
Administrators can optionally configure additional security at the object lifecycle state level, using object lifecycle roles. Vault Online Help provides more information about configuring object lifecycle roles.
Inbox Items permissions adhere to the object lifecycle roles for each state:
| Permission | Access Granted |
|---|---|
| Read |
|
| Edit |
|
| Delete |
|
Atomic Security
Administrators can optionally configure granular permissions at the field-level using atomic security.
If you configure atomic (field-level) security, the system adheres to those settings configured at the field-level. Edit, Read, or Hide permissions can be configured within each state for a field.
Vault Online Help provides more information about atomic security.
Note Atomic security is not supported for Inbox Item child section fields (Products, Patient, Case Contacts, and Medical Events).
There are two methods to view the Inbox Item fields that are supported by atomic security in the Admin area:
- In Users & Groups > Permission Sets > Case Intake Actions, select the Object tab and then select Inbox Item.
- In Configuration > Objects > Inbox Item, go to the Fields tab.
