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CSM - is it possible to limit agent access to case as per assignment group?

ChinchillaMoMo
Mega Guru

Hi community,

 

If an CSM agent belongs to a particular assignment group, is it possible to limit this agent's access only to those cases assigned to this assignment group?

 

Since agent has the customer service agent role and I'm struggling to limit case access.

 

Many thanks!

4 REPLIES 4

Sohail Khilji
Kilo Patron

@ChinchillaMoMo,

 

Did you try creating ACL ? or before query business rule ?

 

ACL of type: Read operation on required table with script as below.

anwer=false;
if(gs.getUser().isMemberOf(current.assignment_group))
{
answer=true;
}

 

I hope this helps..


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Hi, I tried both actually, sadly didn't work...

ACL has error so can't save, BR no effect at all

What was tierd and were is it failing ? 


☑️ Please mark responses as HELPFUL or ACCEPT SOLUTION to assist future users in finding the right solution....

LinkedIn - Lets Connect

I tried to create a new ACL with the script, had save error, can't save the ACL with the script

 

also tried to create a new BR, with the script provide, no effect at all, agent can still view all cases regardless of the assignment group the agent is added to and the case is associated with.