Make Accept/Reject solution buttons available to all contacts of same account
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12-01-2023 06:44 AM
I have a requirement to make the Accept / Reject Solution buttons available to all users of the same account regardless if they are the contact listed on the case or not.
Example: Contact A from Account XYZ submits a case via the Portal, it gets Resolved. Contact B from Account XYZ can go into the portal, review the case and solution and Accept or Reject the Solution on behalf of the Account.
Thank you in advance for any direction on this!
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Customer Service Management
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12-08-2023 01:26 AM
Hi,
You can give the contacts the Customer Case manager role, then they can see all cases.
Customer case manager [sn_customerservice.customer_case_manager] | Customer role for managing the cases in an account and any related child accounts. The customer case manager role includes the privileges of the customer role and adds the following privileges:
Note: The customer case manager role is not automatically added to the sn_customerservice.contact_role_assignment system property. To expose this role to customer and partner administrators, navigate to Customer Service > Administration > Properties and add it to this property. |
Then you don't need to any customization