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Permissions to see incidents from parent accounts on portal

Posted on by 133
Hi,
 
On our Customer Service portal a user currently only has permissions to view his/her own cases and the cases from the account the contact is linked to.
 
Now, I want users to be able to also see cases from the parent account that is set on the account.
 
I can't figure out which table permissions I need to configure to be able to achieve this.
 
Does anyone know how to do this?
 
Thank you for your help in advance.
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  • JR61 Profile Picture
    JR61 133 on at
    Permissions to see incidents from parent accounts on portal
    Hi,
    Thank you for your responses. I am still not entirely sure how to do this.
     
    What I have done already:
    -Created a new page with a list view on all cases
    -Created table permissions so that users are able to view cases that are connected to the account that the contact (user) is assigned to
     
    So a user is now able to view all cases that are assigned to the account that he or she is assigned to, but not yet to the cases of the parent account or said otherwise to cases connected to child accounts.
     
    Could anyone please provide some more detailed steps on how to do this?
     
    Thank you very much in advance!
  • Suggested answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    Permissions to see incidents from parent accounts on portal
    Hi,
    On portal, we use table permission to control access to the records.
    Based on available access type, you need set 'Global' access if you want to access cases from the parent account that is set on the account:

    I hope you can mark my answer verified if it answer your question! If you have any questions, please feel free to contact me.
    Regards,
    Leah
     
  • Suggested answer
    Daivat Profile Picture
    Daivat 501 on at
    Permissions to see incidents from parent accounts on portal
    Hello JR61,
     
    There is not an easy or direct way to achieve this. 
     
    The workaround is to set N: N relationship between the Case/Incident and the Account entity.
     
    Change the OOB relationship that displays data to a custom relationship and using background logic keep assigning all the accounts that are direct or in-direct associated with specific cases. 
     
    If my answer was helpful, please click Like, and if it solved your problem, please mark it as verified to help other community members find more.
    If you have further questions, please feel free to contact me.
     
    Best Regards,
    Daivat Vartak

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