How do I allow Users to Schedule a Followup to a Case?

Updated on December 2, 2017 07:11pm by Admin

Cases App allows you to provide access to the users who have been assigned the task to Schedule Follow up for the cases.

The permission to schedule a followup, can be provided only by the super-user(Admin). The users(Employees) who have privilege for this access, can use the “Schedule Followup” option found in the overview page of the cases.

Read through the following steps to get a better understanding.

Steps to allow Users to Schedule a Followup to a Case

  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 “Schedule Followup” option and click on privileges drop down.
    create privilege schedule followup
  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 schedule a followup to cases. In Katie Dustin login, the “Schedule Followup” button will be visible as shown below:
    schedule followup enabled

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