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  • #1

    Case item not only for one user

    Is it possible to give a new case to more than one users inside ECRM ?

    In other words if making a case .. I will send AND follow the new case by two engineers, not only one (user) engineer.
    The case will send a notice when connected to a group .. but you can not read the topic in your dashboard, only the maker of the case can.
    Only when you keep the case to your own .. you can.

    Regards,
    Eric
    Tags: None
  • #2
    I think for this is enough to attach case to the team and set permission with Roles. But maker has to be assigned user
    Email Notification you can send with workflow
    Security Roles in EspoCRM
    https://www.espocrm.com/video/security-roles/
    What are Security Roles? How can one define what a user can and cannot do within a CRM system? In this video tutorial: Learn how to implement user security roles into EspoCRM system, find out how to restrict access to a specific information and define assignment, user and portal permissions to speci...

    Workflow. Powerful Automation in your Business
    https://www.espocrm.com/video/workflow-powerful-automation-in-business/
    How can one automate business processes using a CRM system? In this video tutorial: Discover how to create workflows, define their target entities, add or change trigger types and scheduling, set conditions and actions.

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