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Overview dbs | case manager for content administrators

On the start page next to the relevant tiles for the end users (New case, Case overview and Partner) you also find the tile Configuration with the sub menus Permission and Content administration.

Permission

  • Case type accesses: You manage the access permissions to case types.

Content administration

  • Processes: This tile allows you to create new process types and model processes. This includes the management of the status model as well as the creation of task templates.

  • Organizational units: You manage the organizational units.

  • Facets: Define which facets should be visible in the case overview and define the preferred facet order.

  • Detail tab configuration: You manage the available detail tabs.

Note

Please note that you see only those tiles for which you have been granted access rights.

If the system has not been fully configured or there is a problem communicating with an external application, an information banner can be displayed on each page to indicate any problems. If this banner becomes visible, depending on the error message displayed, your administrator must be informed about it in order to solve the problem permanently. The banner can be hidden by clicking on "Ignore". All accessible web pages try to provide full functionality at all times. This is also the case when a banner is a problem. Depending on the problem, it may then be possible, for example, that individual sections of a page are usable and functional, but other areas have only limited functionality. Example: The configuration for the external applications is invalid. It may then not be possible to create a task in the Task app, but the master data of the case will still be functional.