Collaborators in HR Case

[Anand Salaguni]

I am trying to understand the complete functionality of collaborators in HR case. I have the following questions and can any of you please guide me to the right document or let me know what are the answers?

1) I am in need of assigning a particular case to the collaborator who can work on this assigned case only.

2) Where and how do I define a person as collaborator? Is this a role which needs to be given access?

3) can we restrict the person to view / update only the case assigned to him/her and not access any other cases?

Many thanks,

Anand

[Susan Britt]

Hi Anand,

Out of box, Collaborators can only be the HR agents/fulfillers.  They will have full access to the HR Cases, unless you have custom security.  There isn't a special role for them.  You define them simply by adding the HR agent(s) to the Collaborator field on the specific HR Case you want them to assist with.

[Sufiyan Memon · Accepted solution]

Hi

Following screenshot might help you to understand more about Collaborators. 

And for restrict to view / update case, ACL is the best practice to do this.

Following screenshot is taken by this link .

Thanks 

[Cheryl F]

Hello- Is there a way for an HR Agent to add them self as a Collaborator on a case that is not assigned to them but they have full "write" access to?

We recently started using the feature but just had reports of Agents being unable to edit Collaborator when they case is assigned to another Agent.  Looking to see if this is something we an update.

[Ashley43]

Has anyone made progress on this question?  We have the same need.  Thanks!