Access management gives you full control over who can access a case — especially when collaborating with external people.
Open access management
You can find access management in the tool bar on the right edge of the screen — it is available in every view. Click it to open the access panel.
View current access permissions
The access panel shows everyone who currently has access to the case, in two sections:
"External users" — people granted access through collaboration. Each entry shows how long the access is valid: "Access through [date]", "Without expiration date", or "expired".
"Workspace users" — shows who from your workspace can access the case: either "All workspace users" or the case's access group. "Administrators and support" are listed separately — they always keep access.
Restrict a case to an access group
If your workspace uses access groups, you can change the case's access group directly in the "Workspace users" section. Only members of the selected group can then open the case. The change can be undone right away.
Add external users
You can add external users directly via the access panel. Use the "Add external users" field to search for and select the person you want.
Manage access
Open a person's entry to adjust their access at any time:
Limit access by time — set an expiration date ("Access through"); without one, the entry shows "Without expiration date"
Restrict document access — select the restriction level: "All documents" or "Selected"
Assign documents — with restricted access, the "Accessible documents" list shows what the person can open. Drag documents from the document list into the panel, or use the buttons to add the currently selected document or all documents visible in the document storage.
Revoke access — click "Remove access". amaise asks you to confirm first, and you can grant access again at any time later.
Grant access while creating a request
If you address a collaboration request to an external person without valid access, you have to grant access first — directly in the request form: give the person 30 days of access to "All documents" or "Selected only". The second option opens the access panel next to the form so you can pick the documents. (See "Collaboration: Request to External Service Providers")
Delegated access
External service providers can pass their access on to their own experts. Such an entry shows the note "Access delegated by: [name]" — its settings are read-only, because the access is managed through the external service provider.