How to make Customer Service Application read only or which role has read only access

[Community Alums]

Hi Team,

I want to know the role via which a user can see the customer service application in left navigation and its also read only.The user once opens any case or click on Create New , it should how read only option

[Dr Atul G- LNG · Accepted solution]

Hi @Community Alums 

These role are required.

[AshishKM · Accepted solution]

Hi @Community Alums , 

You have to manage the module view role and data ( read, write ) both based on user's role, if you don't want to allow some user to "Create New" then add the same role as per write ACL, otherwise user can open the table record in list view the use the New button to create new case. 

Rest, the list of roles already shared by @Dr Atul G- LNG which you can navigate via Edit Module link icon against the module name.

-Thanks,

AshishKMishra

[AshishKM]

@M Bala Krishna , did u check if user has any other role and ACL is allowing to create new case.

Please continue on your original post. 

[Robbie]

Hi @Community Alums,

Thanks for marking my solution correct and helpful. This not only helps you, but others in the community with similar questions. 

Have a good day and let me know if you have any other questions re CSM and the platform.

Thanks,

Robbie