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Question

Call Center Access for External Customers

  • May 19, 2026
  • 0 replies
  • 17 views

Shehan Almeida
Superhero (Partner)
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Can someone explain how to give access to the IFS Call Center Module so that external customers can report their issues directly to IFS. They should only see the cases/tasks from their organization only. I believe this can be achieved using Case Access Groups and B2B customer and user setups as explained in below posts. 

 

However, case access group with ‘Restriction Type’ defined as customer does not work even if the user has access to the B2B Customer. User cant see the cases from customers which they are connected to. Therefore, I would like to know whether there is anything else that should be setup for this to work.

Below post also gives some insights. However, I’m unable to figure it out yet.