How do I allow Users to View the Cases Associated with a Case?

Cases App allows you to give access to the users who are reputed to view all the related cases associated with a particular customer or client.

The permission to view associated/related case given only by the super-user(Admin). The users(Employees) who have privilege for this access, will be able to view all the related cases associated with a specific case in the overview page of the cases.

The following steps will make give you a better understanding.

Steps to Allow Users to View the Cases Associated with a Case

• Log in and access Cases App from universal navigation menu bar.
• Click on “More(...)” icon and select “Settings” present in the app header bar.
  
• Select “Actions” under “Security” drop down located in the left navigation panel.
• Now, locate the “Associated Case” option and click on privileges drop down.
  
• Click “Create Privilege” option found at the bottom of the privilege drop down.
• Create privilege pop up appears. Enter the name and description of the new privilege that you want to add against the Display Dropdown option.
  
• Click on the “Create” button.
• Once the privilege is created, go to Employees App to give access to particular employees.
• Please refer to this link: https://answers.apptivo.com/questions/12694/how-do-i-assign-custom-privilege-to-employee-for-managing-objects-found
• Now, the employee has the privilege to view the cases associated with a particular case. In employee login, the “Associated Case” table will be visible as shown below:
  
  

• You can re-associate the associated cases of the parent case to another case by clicking the “Re-associate” button. A hyperlink is provided for the associated cases. Clicking this will open the associated cases in the side panel view.

Related Links

• Allow Users to View all the SLA's
• Customizing Cases App
• Allow Users to Access Settings