How You Set Up a Role With Read-Only Access to a Case Header

Here's how you set up a role that has read-only access to a Case header, but still be able to add Case messages such as Customer Entry, Response, Forward to the SR.

To make the Case fields read-only for a user, remove the Edit Case privilege from the user and replace Service Request with Case.

Note:

• Making the data read-only in the subtabs such as Activities, Work Orders, and Action Plans isn't part of this topic.