Why can I not see Service Request information sent out via email?

Created by Mark Eves, Modified on Tue, 26 Apr, 2022 at 3:58 PM by Mark Eves

When transactions are submitted, some Organisations will need to inform a team within their Organisation, or a third party. They can accomplish this via the [Share] function within Service Requests, or the "Notify Person" Action within Rules.


Either of these options will cause an email to be sent out. If this has been configured to pull through "Report Content", the recipient will require appropriate Access in order to view the relevant details.


By default, if the recipient does not have an account in the system, they will only be able to see details that have "Public" (Anonymous) access configured.


If the recipient has an account, they will be able to see objects that have "Customer" (Registered) access enabled.


If the recipient requires access to information restricted to "Admin" Users, they will require an Admin User account within the system. If specific Access Roles have also been applied to the information, the recipient will also need to be assigned the same Access Roles.


 

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