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How to View Cases of Co-Workers Within My Organization

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Information

 
TitleHow to View Cases of Co-Workers Within My Organization
Symptoms
  • Cannot find where to view cases of co-workers within my organization
  • Cannot see coworker's cases
Environment

all
Extreme Portal

Cause
Using the incorrect view in Case Management 
Resolution
In the Extreme Portal, under Support > Case Management there is a drop down to view the following options:
  • My Open Cases
  • Open in My Company
  • My Closed Cases
  • Closed in My Company
  • All My Cases
  • Draft
The "Open in My Company" option will show all of the open cases for all of the people who are associated to the same account/company in our system. 

 
Additional notes
​Note, there is no hierarchy of accounts functionality at this time, so there is no way for all users from two different but related companies to automatically see each other's cases.

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