Unable to delete Cases in Discovery Accelerator (DA) or Departments in Compliance Accelerator (CA).

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Article ID: 100018757

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Updated On:

Cause

The permission to delete a Case in Discovery Accelerator (DA) or a Department in Compliance Accelerator (CA) is not granted to any role by default. This permission must be granted to a new role or one of the existing roles that allow permissions modifications. This permission can be assigned on an Application or Case / Department level.

 

Resolution

Application Level Permission
 
To create  and assign a new role with the permission Delete Case in DA or Delete Department in CA on the Application level.
 
1. Open the CA or DA Client with an account that has permission to create roles, such as the Vault Service Account (VSA).
2. Under the Application tab, click Roles.
3. Click the Add Role button.
4. Enter a title for the new role in the title field.
5. Enter a description for the new role in the description field.
6. Click the Application selection in the Scope option to change the focus of the role from Case or Department to Application as needed.
7. Click the check box next to the Delete Case or Delete  Department permission to place a check mark in the box.
8. Click the Save button to save the permissions to the new role.
9. Under the Application tab, click Role Assignment.
10. In the left pane, select the user to which the newly created role is to be assigned.
  • If any user to be added to this role is not listed, click the Add User button near the bottom of the page and provide the requested information.
11. In the right pane, click the check box next to the new role.
12. Click the OK button to complete the role assignment.
 

 
Case / Department Level Permission
 
To create  and assign a new role with the permission Delete Case in DA or Delete Department in CA on the Case or Department level.
 
1. Open the CA or DA Client with an account that has permission to create roles, such as the Vault Service Account (VSA).
2. Under the Application tab, click Roles.
3. Click the Add Role button.
4. Enter a title for the new role in the title field.
5. Enter a description for the new role in the description field.
6. Click the Case or Department selection in the Scope option if needed to change the focus of the role from Application to Case or Department.
7. Click the check box next to the Delete Case or Delete Department permission to place a check mark in the box.
8. Click the Save button to save the permissions to the new role.
9. Click the Cases or Departments tab.
10. Select the Case or Department into which the new role is to be assigned.
11. Click the Role Assignment button.
12. In the left pane, select the user to which the newly created role is to be assigned.
  • If any user to be added to this role is not listed, click the Add User button near the bottom of the page and provide the requested information.
13. In the right pane, click the check box next to the new role.
14. Click the Save button to complete the role assignment.

 

 

 

 

Issue/Introduction

Unable to delete Cases in Discovery Accelerator (DA) or in Departments in Compliance Accelerator (CA).
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