Limit user from accessing and creating Case at account level.

[gagan12]

Hi,

I have created a Checkbox on Account Table called 'Allow Case Creation', Default value is True.

When this checkbox is unchecked or false then all contacts for the Account will not have access to view or create cases.

How can I achieve this, please suggest.

Thanks.

[Clara Lemos]

Hi @gagan12 ,

How are your contacts creating Cases at the moment ?

[gagan12]

Hi @Clara Lemos ,

They are using portal, but I want restriction at Account table level not at user level.

[Wybren1]

If they send out emails you cannot really stop them from making any cases I think.

But I would still provide all the users a specific role in this case, for instance: sn_customerservice.create_case & sn_customerservice.view_case

Based on that role do ACL's/Conditions.

If they do everything on the portal you should implement it there.

[AshishKM]

Hi @gagan12 

The access level ( read / write / create ) should manage via the role(s) and acl(s), any specific reason for managing this at table level.   

You can write ACL ( read , create ) and check this table checkbox [ unchecked or false ] and current logged in user belong to "contract for the account" or not.