Solved

Adding comments to cases in the customer portal

  • 9 April 2024
  • 4 replies
  • 36 views

Userlevel 5
Badge +1

We have a customer with the Self-Service Portal. They allow their customers to enter support cases and communicate with them through it.

However, customers do not have rights to use the ADD COMMENTS action:

 

In the portal, I used the Access Rights link under the Tools dropdown and changed the Add Comments access here for the Portal User role:

 

However, that didn’t allow customers to enter comments.

Where else might this functionality be controlled?

Thanks!

icon

Best answer by donnadeskins55 16 May 2024, 15:33

View original

4 replies

Userlevel 3
Badge

@donnadeskins55 ,  have you tried Access Rights By Role?

Userlevel 5
Badge +1

Yes, If you look at the screenshots in my question, it shows the access rights that I have granted for the role.

I’m unable to find other access rights that might control access to that field, that I might have missed.

Userlevel 5
Badge +1

I finally found the right area to grant access.

It’s under the Hidden node. “New Comment” needs to be granted access:

 

Userlevel 7
Badge

Thank you for sharing your solution with the community @donnadeskins55!

Reply


About Acumatica ERP system
Acumatica Cloud ERP provides the best business management solution for transforming your company to thrive in the new digital economy. Built on a future-proof platform with open architecture for rapid integrations, scalability, and ease of use, Acumatica delivers unparalleled value to small and midmarket organizations. Connected Business. Delivered.
© 2008 — 2024  Acumatica, Inc. All rights reserved