Permission Requirements for Customer Users Creating Service Requests?

Hi ​@RaghavPasricha 

I have tried the steps to create a service request in our internal core environments and the functionality works perfectly fine.

1. Apart from the usual steps when creating a service request, are you proceeding any specific business work flows when creating service request? 

2. And you may clear the browser cache and try again or try to proceed the steps in Incognito window, let us know the outcome.


Hope this helps,

Best Regards,
Roshan

Hi ​@RaghavPasricha 

Have you added the security group?

 

Check this.

Hi ​@kasunhp 

Could you please share exactly where I need to check for security group? Secondly, it should be Service Request Initiation since they have Work Order based solution?

Meanwhile, I could find the following permissions for the user.

Thank you

Raghav

Hi ​@Roshan Madusanka 

Thank you for your suggestions!

1. Currently, they have standard setup on the concerned test environment for customer and my user could also create the service request successfully.

2. I have suggested to the customer to clear the browser cache or proceed to test using incognito window. Awaiting if that might work for the user.

Best regards,

Raghav

Hi ​@RaghavPasricha 

Go to  Security Grants By Permission Set and grant the security group to the relevant permission set.

If it is IFSFull, the user may already have this. let me know.

Hi ​@kasunhp 

Thank you for sharing the snippet.

Yes, the user has a permission set that is a copy of IFS_FULL.

Best regards,

Raghav