Restrict access to cases within a workspace to ensure the confidentiality of sensitive information and support regulatory compliance. Only Assignees, Reviewers, and other explicitly specified Collaborators can view and edit the case.
Leverage Torq Cases triggers and steps to automate access restrictions and ensure efficient control over sensitive or confidential cases.
Access control for cases can also be managed directly in the Cases page.
Automate case access management with Torq Cases steps
The following case access-related steps are available for workflows:
Update case restrictions: Manage access mode and define which users have access.
Determine case access by setting Access mode, and grant access to users 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
Create a case from JSON:
Optionally define Access mode to manage case access restrictions.
Optionally define Collaborators to explicitly grant access to specific users.
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 were added or removed from the access list.
For example, you can use these triggers to automate notifications, informing relevant stakeholders about changes in access restrictions for a case. One use case is automatically notifying the case assignee when the access mode is changed.
