Enable external customers to approve requests and changes

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Enable your external customers to approve change and request records related to customer service cases from the Customer Service Portal.

    Antes de Iniciar

    Role required: admin

    Por Que e Quando Desempenhar Esta Tarefa

    Changes and requests related to a case typically require end user approval before the tasks can be completed. The tasks can be initiated by customers and by external users. For example:
    • A customer creates a change in order to apply a patch. This change requires approval from the contact before the patch can be applied.
    • A contact requests a catalog item from the Customer Service Portal. This request requires approval by another employee within the contact's organization before the request can be fulfilled.
    Use this feature to send approval requests and enable external customers with the snc_external role to approve those requests as part of the task approval workflow. From the Customer Service Portal, external customers can:
    • View and approve requests and change requests.
    • View the details of the requested items in a request record.
    • View the status of a request or change request in the Related Records widget.
    Importante:
    Approving requests and changes requires the approver_user role, which is a licensed role. For more information, see KB0716592.

    Procedimento

    1. Add external users to approval groups or assign roles for approval users in order to see approval records on the Customer Service Portal.
    2. Add the necessary ACLs to the snc_external role for the following tables.
      • Change Request (change_request)
      • Request (sc_request)
      • Request Item (sc_req_item)
      Nota:
      The sn_esm_user role provides access to the approval records where the logged-in user is the approver and enables the logged-in user to either approve or reject the approval request. Customer Service Management requester roles (including the customer contact, partner contact, customer admin, and partner admin roles) contain the sn_esm_user role, which enables these roles to perform the approve and actions.