Hey there Harshada,
Are you an admin for your instance? If you are, you can venture to Roles under System Security Module from the filter navigator.
Once you click on Roles, you will be brought to the list of roles within your instance. From the list, you can do a search on the role you want to check on:
Click into the role to see more details. I only tell you this because the details within the role you are speaking to, provides just about all the information you are asking here within the Community.
Here is what it shows on my instance:
As you can see, the HR Basic role does inherit other roles for an Agent to do a lot of basic things with HR Cases. Yes, the role will allow HR Agents to work within an HR Case, add/remove attachments associated with a Case. So a big difference between HR Basic and Case Writer role, is what comes with each as an inherited role. HR Basic will give just that, basic roles needed to do good HR Case work. Case Writer comes with two inherited roles:
It really comes down to, how much work do your HR Agents need to do within the System?
From my end within our instance, our HR Agents always get HR Basic to start with. If additional roles are needed, then I look into what they need to accomplish, and which roles will get them there, without giving them too much. Just what is needed to do their job(s).
HR Basic again, will give them all the good basic needs in order to work HR Cases. Yes, they will be able to edit the Requestor, Subject Person, etc. Here is a shot, of one of my normal basic HR Agents having HR Basic as their Role - with an HR Case:(I have outlined the areas they are able to adjust if needed)
As you can see, they can still do a good amount - however, if you are looking to NOT have a basic agent do this much, they you will need to think about how you will need to lock certain things down.
Hope I was able to provide some good feedback/answers for you.
Thanks,
~Rob
If your question has been answered, please remember to mark that answer as Correct 🙂
Hey there Harshada,
Are you an admin for your instance? If you are, you can venture to Roles under System Security Module from the filter navigator.
Once you click on Roles, you will be brought to the list of roles within your instance. From the list, you can do a search on the role you want to check on:
Click into the role to see more details. I only tell you this because the details within the role you are speaking to, provides just about all the information you are asking here within the Community.
Here is what it shows on my instance:
As you can see, the HR Basic role does inherit other roles for an Agent to do a lot of basic things with HR Cases. Yes, the role will allow HR Agents to work within an HR Case, add/remove attachments associated with a Case. So a big difference between HR Basic and Case Writer role, is what comes with each as an inherited role. HR Basic will give just that, basic roles needed to do good HR Case work. Case Writer comes with two inherited roles:
It really comes down to, how much work do your HR Agents need to do within the System?
From my end within our instance, our HR Agents always get HR Basic to start with. If additional roles are needed, then I look into what they need to accomplish, and which roles will get them there, without giving them too much. Just what is needed to do their job(s).
HR Basic again, will give them all the good basic needs in order to work HR Cases. Yes, they will be able to edit the Requestor, Subject Person, etc. Here is a shot, of one of my normal basic HR Agents having HR Basic as their Role - with an HR Case:(I have outlined the areas they are able to adjust if needed)
As you can see, they can still do a good amount - however, if you are looking to NOT have a basic agent do this much, they you will need to think about how you will need to lock certain things down.
Hope I was able to provide some good feedback/answers for you.
Thanks,
~Rob
If your question has been answered, please remember to mark that answer as Correct 🙂
