A case team is a team of users working together on a case. A
team may include support rep, manager and product manager. Role determines the access level to the cases.
Setup > Customize > Case> Case Teams > Case Team
Roles
Case Team Roles > New
Case Team Member Role Page
Member role Name:
Test Case Team
Member Role Settings
Case Access:
Access to the case records. Access can be “Private or Read Only or Read/Write”.
Visible in Customer
Portal: Select if you want the users in this role visible to Customer
Portal users viewing cases.
Save
Case team created.
how to delete case team roles
ReplyDeleteA sure hit! Very informative! All the lessons in the course was taught properly. I can’t wait to use the knowledge I got in naming my business. check also
ReplyDelete