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Thereforeā„¢ Help

SD_R_Integrations_Portal_001

Manage Portal Categories

Select which category or case searches should be available for viewing in the Thereforeā„¢ Portal.

 

Security Report...

The security report contains all security settings. It allows you to document the final security configuration after installing a system. The security report is stored as a CSV file which can be viewed with Microsoft Excel.

 

Security

View and edit role-based access for anything below this node.

Tutorials: Role-based access

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Search tab

 

Category/Case Definition

The category or case definition of the search you want to make available.

 

Search ID

The unique ID number of the search.

 

Search

The specific search you want to make available.

 

Search Display Name

This is the name of the search which will be displayed to logged in Portal users. If left blank, the name of the search, as listed in the Search column, will be displayed.

 

Add Search

Add a new search to the Portal.

 

Remove Search

Remove the selected search.

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Upload tab

 

Category/Case Definition

The category or case definition you want to make available. Assigned users will be able to upload documents to this category or case definition.

 

Value

A default value for a specific field displayed to the user.

 

Access

When set to Write, users are able to make changes to the field. When set to Read-only, users are not able to make changes to the field.

 

Add Category

Add a new category to allow users to upload documents.

 

Remove Category

Remove the selected category.