View or modify a case from the Business Portal

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • View or modify the information in a customer service case.

    Vorbereitungen

    Role required: sn_customerservice.customer, sn_customerservice.customer_admin, sn_customerservice.partner, sn_customerservice.partner_admin

    Warum und wann dieser Vorgang ausgeführt wird

    Depending on the role of the current user, the Case list displays:
    • Cases created by the current user (sn_customerservice.customer)
    • Cases related to the current user's account (sn_customerservice.customer_admin)
    • Cases related to the current user's account as well as partner accounts (sn_customerservice.partner, sn_customerservice.partner_admin)

    Prozedur

    1. Select Requests > View submitted requests > View cases & tasks in the portal header.
    2. Select the desired case number to open the case view page.
    3. Post required comment on the Activity tab or upload attachment on the Attachments tab.
      All other fields on the form are read-only.
    4. Select Send.