Overview
A very powerful new feature of the CiviPlus SSP is the ability for end users to be able to manage the people involved with a case via the self service portal.
This maybe useful in situations where you have a team that acts on behalf of one or more parties in a case, and they want to invite their team to access the case.
You can even configure so that multiple parties can be involved and each can only manage users from their side that they have invited.
How to configure
There are 3 main areas of configuration that needs to be performed:
Setup the case role assignments
On the SSP cases configuration screen: Configuration > SSP > My Cases
Click the link "Configure Case Role Assignment Management"
You will then access the following assignment rule screen to configure your case role assignments:
Each manager role can invite and manage users with the assignable case roles for the given case types:
Item | Details |
Label | Name your case role assignment setting |
Case type | Select the case types that this assignment rule will apply to |
Manager case roles | Specify the role that a user should have on the case to be considered a manager.
Users with this role on a case will be able to invite and manage users with the Assignable case roles. |
Assignable case roles | Specify the case roles that a manager can assign and manage. |
2. Select Webform For Adding Case Roles
Configure the webform to be used when users add new case roles via SSP. There is a default webform that ships with CiviPlus "Add new case role" but you can clone the default webform to add additional fields.