Restrict case access for agent/fulfiller when they are Opened For/Subject Person
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06-09-2023 12:29 PM - edited 06-09-2023 12:29 PM
I'm curious if others have a requirement to restrict access to agents/fulfillers if they are the Opened For/Subject Person of the case and how they solved that. We don't want the user to be able to see work notes and case details in this scenario. Employee Relations cases provide something OOB to restrict access for this scenario, but we would like to see this for all COE's. I was hoping COE Security Configuration could maybe help with it, but I'm not seeing a way. Thanks!
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06-29-2023 12:09 PM
Hi @dennisford, you are correct this is done primarily in the ER COE OOTB, as ServiceNow's design for sensitive cases belong in that COE.
If you want to extend this functionality to non-ER COEs, then you would need to build something custom to support it. I recommend query BR as it's the least invasive.
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10-19-2023 09:15 AM
@dennisford And just curious, you still want them to be able to see the case in Employee Center as the requestor persona but not within Workspace as the agent? @Chris Yang is this the result of the ER COE OOTB or is the subject person prevented from seeing the case via any UI?
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08-13-2024 05:01 AM
Hi @dennisford please share the solution for this if you found any. Thanks in advance.
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07-17-2025 08:16 AM
have the same requirement, Were you able to implement it?
