Case restriction in manager portal/Case portal
Hi Team,
I have a requirement that case should be visible/access to few operators in manager portal/Case portal. How can we achieve in Pega 7.1.9.
***Moderator Edit: Vidyaranjan | Updated Categories***
Accenture Australia
AU
Hi Chand,
For this requirement you have to configure for the skill routing.Based on the skill it will available in the users work list.
Thank you
Pegasystems Inc.
IN
Could you explain your requirement in more details. When you say case should be visible to few users, what are those cases and users who should be able to access the cases, How are they related to those cases.
Basically what is the criteria for selecting which users should be able to see which case? Or do you want to show Cases/Assignments tab for few users only ?
Mphasis
IN
Hi,
We have 2 different cases, I want to hide one case option from Create case menu in the portal. Create case option should be visible only for users whoever having the manager/Architect role.
Pegasystems Inc.
IN
Ok got it :)
You can control Create Case menu using privileges. For the case that you want to hide/show only for certain users, you can provide a privilege in pyStartCase flow's security tab for that case and only provide that privilege to desired access roles.
Let us know if this helps or if you need more information :)