Customer Support Management

When users assume the role of a customer, they gain the ability to view, add, and manage actions related to their support cases. However, this functionality is contingent upon the platform being integrated with a support ticketing system.

To submit a support ticket, users can simply click on the "Add Case" button. A Customer Support Representative will then reach out via email to address the issue.

In instances where no existing cases are present, a custom message is displayed on the My Cases page to notify users accordingly.

Control over whether customers can access and manage their support cases, as well as the level of permissions granted (e.g., editing or viewing only), is determined within the profile settings. For more detailed instructions, please consult the Profile: My Cases article.