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

Updated on December 2, 2017 06:45pm by Admin

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

  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 “Associated Case” option and click on privileges drop down.
    associated case create 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:
  10. Now, employee Katie Dustin has the privilege to view the cases associated with a particular case. In Katie Dustin login, the “Associated Case” table will be visible as shown below:
    associated case enabled

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