Create Case Team Roles
- From Setup, enter Case Team Roles in the QuickFind box, then select Case Team Roles.
- Click New, and enter the role’s name.
- From Case Access, choose the role’s level of access to cases.Read and WriteMembers can view and edit cases and add related records, notes, andattachments to them.Read OnlyMembers can view cases and add related records to them.PrivateMembers can’t access cases.
- If you want members in the role visible to customer portal users viewing cases, chooseVisible in Customer Portal. Even if Visible in Customer Portalisn’t chosen, customer portal users added to case teams can view themselves on Case Teamrelated lists.
- Click Save.