Even with the following preferences are met, a permission violation error is displayed when grabbing or editing a case:
a. No Employee, Department, Class and Location restrictions on the Role assigned to the User
b. User who created the case and User the case is Assigned to are under the same Supervisor
c. Role has Full Level access for Cases
This error happens when the case is created from a Customer record with a subsidiary that is not part of the User's Subsidiaries
set on their respective role. By setting a Subsidiary on the Role restricts the access of the Role to cases created under
customer records with the Subsidiaries assigned to the role.
To test this behavior, perform the following steps:
Note: One World Instance is required and User performing the test should be an Administrator
1. Create Company A and assign to Subisdiary A
2. Create Company B and assign to Subsidiary B
Next is to customize the Role for an employee (User A)
3. Navigate to Setup> Users/Roles > Manage Roles
4. Click Edit on the Role to assigned to a User/Employee (e.g. Support Person)
5. On the Subsidiaries field, add Company A
6. Click Save
Create a Case for Company A
7. Navigate to Lists> Support> Cases> New
8. Select Company A on the Company field
9. On the Assigned to field, select User A
10. Enter information on any mandatory field
11. Click Save
Create a Case for Company B
12. Navigate to Lists> Support> Cases> New
13. Select Company B on the Company field
14. On the Assigned to field, select User A
15. Enter information on any mandatory field
16. Click Save
Login as User A or login using the Customized Role above
17. Edit the Case created for Company A, and there will be no errors
18. Edit the Case created for Company B, Permission Violation: this case record does not belong to your group is displayed
19. Customize the Role again and add Company B on the Subsidiaries, and click Save
20. Login as User A and edit the case under Company B, and there will be no error returned
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