Question

How to set up Access in call center for type Customer in Cloud

+1

Hi All,

In IEE we have an option to connect a user (belonging to a case access group) to a customer as following.

Please let me know where this functionality available in IFS cloud.

What’s the process to set up call center case with access type customer.

Thanks in Advance

+15

@GauK The design is different in IFS Cloud.

Associating the customer id for the user is moved to B2B User - Customer page

Application Base Setup > Enterprise > Customer > B2B User - Customer

A user can be connected to one or more customers in this page.

Hope this helps !

--Buddhika Kurera (buku) -- linkedin.com/in/bckurera/

+1

Hi @Buddhika Kurera ,

Thanks a lot for sharing your insight previously.

But still, I get the same issue.

Following are the steps followed. Could you please check and let know if we are missing anything.

If we log from ‘TEST2’ user account, I’m unable to view the previously created case ID by ‘ANUKKUMA’

Many Thanks,

Anuki

+9

Hi @GauK,

Did you manage to get this to work? I'm running into the same issue.

Kind regards, Paul

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