Introduction
My Cases is a powerful set of features in the CiviPlus portal that allows end users to view and manage cases, without needing full access to the CRM backend.
This is useful where you have external third parties who might want to access a case to view it's details, and upload documents. This can be combined with webforms to allow them to update the details of the case or submit information.
Note: Before you start, in order to use My Cases, a number of permissions will need to be enabled. Please contact your CiviPlus account manager or submit a ticket via the Helpdesk to enable the "Access SSP Cases" for user roles that you would like to provide access to cases via the self service portal.
Normally this would be for all authenticated users, and then all case clients would be able to see their cases, but alternatively you could setup access to cases for a subset of users. Speak to us to find out more!
Once thats all done you're ready to configure My Cases for your users!
What will end users see?
Once enabled, users with the "Access SSP Cases" who are assigned a case role which has been configured for access via the Self Service Portal will be able to see a new tab "My Cases". On that tab they will be able to view a list of cases where they hold a role.
They can then navigate into a case to view the details of the case:
They can also view and add (with additional permissions) any documents added to a case:
