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Customer Service forum

How to Stop Users from Resolving Other Users Cases?

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Posted on by 250

Hello,

We just recently started using Cases and have discovered that User B can "steal" a case User A has picked and make it their own.  User B can also resolve a case User A has worked on.

What do I need to turn off/turn on to stop that?  

Thanks!

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  • Verified answer
    RaviKashyap Profile Picture
    55,410 Moderator on at
    RE: How to Stop Users from Resolving Other Users Cases?

    Hi,

    If you want the users should work on their own cases then you can control this with Security Role i.e. change the permissions on the security role assigned to users and make it user level.

    crmbook.powerobjects.com/.../security-roles

    www.youtube.com/watch

    Hope this helps.

  • Verified answer
    LeoAlt Profile Picture
    16,331 Moderator on at
    RE: How to Stop Users from Resolving Other Users Cases?

    Hi Joneds,

    You could achieve your requirement by setting security roles.

    You should set the permissions only User level for Write of Case entity.

    WeChat-Screenshot_5F00_20181009172223.png

    Hope it helps.

    Best Regards

    Leo

  • Verified answer
    Dynamics365 Rocker Profile Picture
    7,755 on at
    RE: How to Stop Users from Resolving Other Users Cases?

    You have to amend your security roles that are assigned to users.

    Please make sure that security role has user level write privilege.

  • JonesEA_2018 Profile Picture
    250 on at
    RE: How to Stop Users from Resolving Other Users Cases?

    It does help.  Thanks!

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