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05-23-2024 11:39 AM
So still getting use to the CSM area. I have a use case where "Acme" is an IT company and they want to be able to enter a case for a few of our other customers, "Birds", "Cats", and "Dogs".
We understand we could use the relationship option and setup the partner/account relationship. So "Acme" can enter a case for any of those companies....
My question is what if that contract ends on not so friendly terms. Can somone, assuming they also have portal access, on the "Cats" company, terminate the relationship from "Acme". So "Acme" can no longer enter or look at cases belonging to "Cats".
I didnt see this as an option, is there an oob feature that allows for this?
Solved! Go to Solution.

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05-23-2024 11:42 AM
OOB there isn't a portal widget for someone from a child relationship (the services company) to have a "break glass" option to remove access. It could be easily created. However, with the way CSM works with the partner/account relationship, the partner SHOULD only have access to the data from the child account that is of important to them. A Partner will only have visibility of cases they create for the child account, not all tickets for that child account

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05-23-2024 11:42 AM
OOB there isn't a portal widget for someone from a child relationship (the services company) to have a "break glass" option to remove access. It could be easily created. However, with the way CSM works with the partner/account relationship, the partner SHOULD only have access to the data from the child account that is of important to them. A Partner will only have visibility of cases they create for the child account, not all tickets for that child account