Which role is required for Customer Contact User to access CSM Workspace

[RC8]

Which role is required for Customer Contact User to access CSM Workspace

[RC8]

@Ankur Bawiskar 

to access the approvals from CSM portal what roles that Contact user required?

[Ankur Bawiskar]

@RC8 

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[RC8]

@Ankur Bawiskar 

to access the approvals from CSM portal what roles that Contact user required?

[Ankur Bawiskar]

@RC8 

why would contact user use portal for approval?

those are external users and why approval will be triggered for them?

this is not how CSM works, Please discuss and inform your customer about this

Contact users does these things only

1) Log in to the customer portal

2) View and manage their cases

3) Access knowledge articles and community forums

If my response helped please mark it correct and close the thread so that it benefits future readers.

[Chaitanya ILCR]

Hi @RC8 ,

open the page approvals page of csm portal(here I have taken the OOB approval page). I think it's the csm_approvals in the csm portal

open the page and extract the page name from the url (URL param id= PageName)

open the page in native ui pages and check if any roles are assigned to the page

OOTB I see snc_external role is added to the csm_approvals

OOTB the page csm_approvals should be accessible by the contacts

additionally if below plugin and property is enabled open the page and check the can view and cannot view user criterias

Apply user criteria to a page, widget, or widget instance

Set the user criteria for Service Portal system property

Please mark my answer as helpful/correct if it resolves your query.

Regards,
Chaitanya