Attachments use case access, attachment permissions, and a Visibility Access Group to control access inside CaseWyze.
Choose a visibility group
- When uploading or adding a cloud link, review the Visibility Access Group.
- Select the appropriate available group, or confirm your role's assigned default.
- Save the attachment and check its visibility settings.
Your role may prevent you from selecting a different group. If a required group is unavailable, ask an administrator to review your default group and membership.
Key permissions
- View Attachments: see accessible records and details.
- Upload/Edit Attachments: add files or links and edit or organize them.
- Download Attachments: download files, open external links, and use permitted sharing controls and logs.
- Delete Attachments: remove attachments when allowed.
- Send Case Emails: combined with Download Attachments, email secure attachment links.
Cloud provider permissions are separate
A visibility group controls the CaseWyze record. It does not grant or revoke access to the underlying Google Drive, OneDrive, SharePoint, or other external file. Review both layers when making cloud material available to a colleague or client.
Closed or read-only case statuses can restrict modification regardless of your normal permissions.