Introduction
As an administrator you can configure who can see which cases in the My Cases area of the self service portal.
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!
To do so navigate to the My Cases configuration: Configuration > SSP > My Cases
You will see the following options:
Settings
Setting | Details |
Case Types to display | Configure case types to be shown to the user on the My Cases page in the self service portal. |
Additional case role which can view cases | Configure the additional case roles who can view cases on the 'My Cases' page in the self service portal.
Please note that case clients will be able to access cases regardless of this field (assuming they have the permission "Access SSP cases". i.e. this field allows contacts who are not the case client to also access the case if they have this permission.
If you do not wish for a case client to see a case of a specific type, please do not include the type in the list in the 'Case Types' setting. |
Additional contacts related to the case client(s) who can view cases | Configure which relationship types to the case client will also be able to view the cases.
i.e If the case client is an organisation, you can specify that an employee can view the case. |
Additional case roles that can view people involved | Select which additional case roles will have the ability to view the people involved with a case via SSP. Users will also require "View CiviCase People Involved via SSP" CMS permission. Case clients (or contacts related to the case client that allows them to view cases) can always see the people involved if they have the "View CiviCase People Involved via SSP" CMS permission. |
Additional Case Roles Authorised to upload files to CiviCRM Cases | Configure additional case roles (other than the case client) who can upload files to cases on the My Cases page in the self service portal. Please note that users will be able to view and download files from cases regardless of this field. i.e. this field allows users to also upload files to the case. |
Case Profiles | Specify the profiles to display under 'My Cases'. See below |
SSP Assign Case Roles | Specify the case role assignment to determine which case roles can invite and manage access to cases via the portal |
Select Webform for Adding Case Roles | Configure the webform to be used when users add new case roles via SSP. You can clone the default webform to add additional fields. |
Bulk people involved mail template | Select mail template that would be used for My Cases People Involved members mailing. This can be used to add header/footer to emails. If you leave it empty then mail would be sent as is.
You can create and manage CMS mailing templates via Structure > Previewable Email Templates |
Note: The configuration on Case Roles and Relationship Type settings are based on the direction of the relationship considering the logged-in user is Contact A.
For example, let's consider ssp_manager is the logged in user and is a parent of ssp_user. In this scenario, if the Admin has selected "child of" relationship type on the Relationship type setting then ssp_manager cannot see the cases of ssp_user. The settings need to use the "parent of" relationship type for ssp_manager to view them.
Case Profiles
With case profiles you can configure exactly which fields get shown to the end user for each case type. To do this we use a combination of CiviCRM "profiles" and the configurations on the case profiles screen.
These will then show on the case summary screen as per the below:
You can learn more about this at the article below: