Hello!
We are a systems integrator that utilizes CRM to track all of our customer information, including the management of service activities and cases lreated to our clients.
We are going to be implementing an answering service to enter cases, so we have created a security role for this user called Answering Service. This user has the following permissions:
Core Records:
Account - Read(Business Unit)/Append(User)/Append To(User)/Assign(User)
Note - Create(Business Unit)/Read(Business Unit)/Write(Business Unit)/Append(Child BUs)/Append To(Child BUs)/Assign(Child BUs)/Share(Child BUs)
Subject - Read(Org)/Write(Org)/Append(Org/Append To(Org)
Service:
Case - Create(User)/Read(User)/Write(Org)/Append(Org)/Append To(Org)/Assign(Org)/Share(Org)
Business Management
Organization Setting - Read(Org)
Business Unt - Read(BU)
User - Read(BU)
User Settings - Read(User)
Team - Read(BU)
Role - Read(BU)
License - Read(Org)
Currency - Read (Org)
Customization
Form - Read(Org)
View - Read(Org)
Execute Workflow Job - Read(Org)
I know it's fairly limited, and in doing this whenever we go to save the new case, we get thrown back with a permissions error, where 0x80048306 is the error code visible in the status bar.
What additional settings at a minumum would I need to add in order to give members of the role permission to create a case?
Thanks!
Chris
