CSM - give access to contract for contacts of an account
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
11-07-2022 08:02 AM
Hi everyone !
I begin in CSM, and I try to display on Service Portal a simple list widget, which points to Asset Covered table.
I'd like the contacts of a given account to see contract fields, but I can't, ACLs on contract table block.
I have understood that CSM access is based on BR on query rules, but I can't understand what I have to configure for my contacts, to be able to see contracts data.
Note : obviously, my contact have to see only contracts which are linked to the contact's account.
Please help me 😛
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
12-06-2022 07:43 AM
Hey @mathieu_brule ,
I'm looking for the same. Did you get any solution? Please let me know.
Thanks in advance.
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
12-06-2022 07:55 AM
Hi Sharath,
If I well remember, a simple read ACL on clm_m2m_contract_asset (Asset Covered) table, with role sn_esm_user has resolved my issue.
Query rules on contracts should do the job for restricting access on contacts of the account, specified on the contract.
Could you give a feedback if it resolves your issue too ?