FAQ/supportPlace/en

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I can't view the notebooks...

We have 2 client roles: client & client participant. De client participant has more access rights, like commenting cases. But no access to notebooks. We want to use the notebooks internally as a storage for password and so on. A client shouldn't be able to access these.

If I attach a document in a notebook, can the participating client view/access this attachment in Documents, or doesn't he/she have access to it?

Clients and client participants don't have privileges when it comes to documents and Notebook. The client can therefore not access the documents you attach in the Notebook, whether this is indirect or direct.

Can client participants therefore not attach documents to comments?

Well, I think it's helpful if clients can attach documents, for example a screenshot of an error they get.

Agreed, so yes.

How does the questions-procedure work in the servicetool?

I'm trying to get clear what the 2Value procedure is for these type of questions. I understand the servicetool is used for this, but how exactly is not clear.

You ask the question, you appoint the person who will answer it (unless is not clear who this person is) and notify other persons that are involved. Everything is a comment in the case. If there isn't a case yet with your topic: create one.

If you're uncertain who you should ask the question, assign the case to yourself.