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Restrict case to be editable or processed only by the current owner / team

Posted on by 75

Hi,

I have a require such that, case can be edited (or proceed the workflow) only by the owner. ie, if a case is assigned by user A to user B, then user A can view that case but cannot act on the case.

The security role for user A and user B has Organization level privilege to create & read and user level privilege for edit, append & append to. However, even if the case is assigned by user A to user B, user A can still edit the case even though the new owner is user B. Why so?

Highly appreciate any help. Thanks!

  • Vijitha V Profile Picture
    Vijitha V 75 on at
    RE: Restrict case to be editable or processed only by the current owner / team

    Thank you! I shall check the link you shared.

  • Suggested answer
    RE: Restrict case to be editable or processed only by the current owner / team

    Hello Vijitha,

    Hope you are well and safe.

    Would say you need to check the access level for each permission (on this situation, Read and Write) based on the user's business units.

    See this article for further orientation:

    docs.microsoft.com/.../security-roles-privileges

    Regards,

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