Discussions
Require Sales Rep feedback on a Support Case - Permission Restricted
Hey NS'ers,
Used Case 1: Our Sales Representative role, we want our reps to view all opportunities in the system, but not be able to change other reps opportunities. Fairly standard.
Used Case 2: A sales rep might create a support case (or even support creates it) and sales rep need to chime in with information since its their customer.
From my understanding both these used cases cannot be supported in NS.
Reason: Employee Restriction is set to: Own and Subordinates Only. Allowing Viewing = Yes.
If we turn it off, sales reps might accidentally take over each others accounts. If we turn it on, then we can allows sales reps to chime in on support cases.