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Customer experience | Sales, Customer Insights,...
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Security Roles on Case Entity and task in timeline

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Posted on by 6

Hello,

I've a problem with security role on Case Entity.
I should create a new Security Role for my users with this characteristics:

User can view/modifiy and create only the task that he owns
User can view only a case that he owns, but in the timeline, he shoud view all task associated at the case, even if the owner of the task is another user


How I can configure a new security role for cover this requirement?

Thanks in advance

I have the same question (0)
  • GianlucaN Profile Picture
    6 on at
    Security role for Case entity and relationship on tasks

    Hello,

    I've a problem with security role on Case Entity.
    I should create a new Security Role for my users with this characteristics:

    • User can view/modifiy and create only the task that he owns
    • User can view only a case that he owns, but in the timeline, he shoud view all task associated at the case, even if the owner of the task is another user

    How I can configure a new security role for cover this requirement?

    Thanks in advance

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