Assign the case viewer role for contacts in B2B2C in Healthcare and Life Sciences Service Management Core

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • Contacts must have the sn_hcls.case_viewer role for read access to healthcare case fields.

    Before you begin

    Configure the account consumer related list to add account consumers. For more information, see Configure the account consumer related list to add account consumers for B2B2C in Healthcare and Life Sciences Service Management Core.

    Role required: admin

    Procedure

    1. Navigate to User Administration > Users.
    2. Select a user.
    3. Click the Roles related list.
    4. Click Edit.
    5. Add sn_hcls.case_viewer to the roles list.

    Result

    Contacts now have read access to healthcare case fields for use with B2B2C.

    What to do next

    Create a table for use with B2B2C. For more information, see Create a table for B2B2C in Healthcare and Life Sciences Service Management Core.