This documentation relates to CiviCRM version 3.3. It's not maintained anymore.
Current version of documentation.

CiviCase Configuration

Comparaison des versions

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Commentaire: Migrated to Confluence 4.0

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  • For Drupal - Staff accounts must be granted the "access CiviCRM" and "access CiviCase" permissions. Unless you are implementing group-level access restrictions - you should also grant the following permissions to staff:
    • access all custom data
    • access uploaded files
    • add contacts
    • edit all contacts
    • view all activities
    • view all contacts
  • For Joomla - Staff accounts must have back-end (administrator) access. All CiviCase functions are done within the Joomla Administrator interface.

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