Restrict Users from Editing Each Other's Cases

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Posted on by YB

Hi, I need to prevent users from editing other people's case info and only allow owners of a case to edit their case's info. However, in the customer service representative security role there is no case entity in core records to edit permissions. How can I do that?

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Daivat Vartak (v-9d... 7,849 Moderator on at

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Dear YB-29051215-0,

Under the "Customer Service Representative" Security Role, search for the section "Service"

Under this section, search for "Case" and make the Write action to "User" level.

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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Leah Ju Microsoft Employee on at

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Hi，

You can search it through keywords in the upper right corner of the page：