Overview
Automate access restrictions to sensitive investigations to enforce organizational access controls and regulatory compliance. Only authorized Assignees, Reviewers, and specified Collaborators can view and edit a restricted case. Use Torq Cases steps and triggers to automate access control in workflows.
Access control for cases can also be managed directly in the Cases page.
How to use
Automate case access management with Cases steps
The following case access-related steps are available for workflows:
Update case restrictions
Manage access mode and define which users or groups have access.
Determine case access by setting Access mode, and grant access to users or groups as Collaborators for a restricted case.
Get case restrictions: Returns the case access mode for the specified case ID and, if relevant, the list of Collaborators.
The following general Cases steps have optional parameters related to access restrictions:
Query cases
Use the optional Access mode parameter to query cases by access mode.
Create a case
Use the optional Access mode parameter to define access restrictions.
Use the optional Collaborators parameter to explicitly grant access to specific users or groups.
Create a case from JSON
Optionally define Access mode to manage case access restrictions.
Optionally define Collaborators to explicitly grant access to specific users or groups.
Trigger workflows with case access events
The following case access trigger events are available by using Torq Cases trigger scenarios:
Case access mode updated: The access mode on a case was updated.
Case collaborators list updated: One or more users or groups were added or removed from the access list.
Use case access event triggers in workflows to automate notifications that inform relevant stakeholders about changes in access restrictions for a case.
Use case: Automatically notify the case assignee when access mode changes
Set the trigger: Use the Torq Cases trigger with the Case access mode updated scenario to execute the workflow.
Send a slack notification: Send a slack message to the case assignee.
