How do I Allow Users to Create a Case?

Updated on December 8, 2017 12:06AM by Admin

Cases App has provisions to give privilege to the users who have been assigned to Create Cases. This permission to create a case is provided only by a super-user(Admin). The users(Employees) who have privilege for this access can use the “Create” option found in the Cases App to create new cases.

Steps to Allow Users to Create Cases

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

Related Links