Not able to create case with Customer & Partner Roles in CSM

mehak1890
Tera Expert

Hi All,

As per below screenshots, I have given proper roles for customer, consumer and Partner, but when i logged in with all these users then I'm unable to create case with these ids. Why? I'm not able to understand? Could anyone help?

find_real_file.png

Thanks, Mehak

1 ACCEPTED SOLUTION

SimonDunsmoor
ServiceNow Employee
ServiceNow Employee

So it looks like you might be asking 2 different questions.

In answer to your original question, you can see the "Create Case" link in your picture of the CSM Portal on the primary navigation area (just below the ServiceNow logo).  You should see this when you're logged into each of the 3 Personas you mentioned (Consumers, Partners and Customers).

 

 

As to your second question....

Your Support Agents need to be in the correct Group(s) to see/support the Chat.  These are managed via the Collaborate application on the Navigator.

Collaborate > Support Administration > Queues

 

It looks like you are working with the Baseline Implementation in your personal Dev site, so open the Customer Service Chat Queue and you'll see the Support Group.  Impersonate an agent in that group and you'll be able to find Chats from the Connect Sidebar.

Let me know if this helps

Simon Dunsmoor

 

find_real_file.png

 

find_real_file.png

 

 

find_real_file.png

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11 REPLIES 11

mehak1890
Tera Expert

Hi Simon, Is this error due to license issue? or any other issues? Thanks, Mehak

I am not sure on this one.  I did see that you posted another thread, so hopefully we'll be able to find out more there.

 

Simon