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

[Rob Sestito]

Hello,

For this, an HR Agent to have access to the Collaborator field on a Case they are not part of, they would need an additional access added to their profile.

While yes, HR Agents have write access to many cases, Collaborator field is a bit special.

As an example in my personal Dev instance, I gave Abe Lincoln HR access. I put Abe in an HR Group with hr_basic role. Went to a case he is not part of, and here shows the fields I can edit, and Collaborator is not one of them.

Since there isn't any special role for Collaborators, you may want to create one and then add this to the Person(s)/Group(s) you want to have that access. Then you can add that role into the ACL(s) to allow access.

Hope this helps - let us know if you need anymore help.

-Rob