News and Announcements icon

Dynamics 365 CommunityForums Service | Customer Service, Contact Center, Fie... Restrict Users from Ed...

Service | Customer Service, Contact Center, Fie...

Answered

Restrict Users from Editing Each Other's Cases

(1) Share

Report

Report

Posted on by YB

57

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?

All responses Img

All responses (2)

Answers Img

Answers (1)

Verified answer

Leah Ju Microsoft Employee on at

Like (1)

Report

Restrict Users from Editing Each Other's Cases

Hi，

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

Daivat 980 on at

Like (2)

Report

Restrict Users from Editing Each Other's Cases

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

Helpful resources

Quick Links

Leaderboard

#1

André Arnaud de Cal... 291,269 Super User 2024 Season 2

#2

Martin Dráb 230,198 Most Valuable Professional

#3

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans