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SrinuSrinu 

Provide access to case owner after changed their Profle/role

Hi,

We have Crew & Agent users in our org. Agent can have their own cases. Agent may become crew member tmrow. What ever cases Agent had, should be able to access after chnaged to Crew member. 

Now Agent users can't access their own cases? How could we provide access to them?

Profile/role will be different for both type of users? 

My thoughts:
Create a Permission set &
Can I develope a trigger to provide acces to case owner when chnages his/her Profile/role to Crew ?

Any suggestions would be appreciated !!


AmitAmit (Salesforce Developers) 
Hello,

You can use Role Hierarchies to achieve your functionality. For more information, please refer below link:

http://www.salesforce.com/us/developer/docs/fundamentals/Content/adg_securing_data_role_hierarchies.htm

https://help.salesforce.com/HTViewHelpDoc?id=security_controlling_access_using_hierarchies.htm&language=en_US