How do I Customize Data Level Access in Cases App?

Updated on February 22, 2017 08:40PM by Admin

 The cases application is a central location used to manage problems or issues that your customers incur. You are able to document the details of their problem, and manage all of the activities related to the resolution of the issue, and the notification of the customer once the issue has been resolved.

Steps to Customize Security

  1. Log in and access Cases app from your universal navigation menu bar.
  2. Click on “More” icon and select “Settings” located at the app header bar.
  3. Click on “Security” drop down and select "Access Level" from left navigation panel.
  4. You can view "Cases Level Access" setting which allows, restricting Cases App visibility. It includes:
    • All - Everyone with access to the Cases App
    • Employees - Specific employees who are assigned to cases.

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