Unless restrictions have been put in place by your company, all Salesforce users have the ability to submit, update, or clone a case with Salesforce. Navigate to the Help Portal and open the My Cases page from the menu in the upper right corner to see open and closed cases for your org. This view shows only the cases the logged-in user has created. In the cases picklist menu, these options will appear:
When viewing a case in the Help Portal, any files shared are visible under Attachments in the Details tab.
If your organization has a Premier Success Plan or Signature Success Plan, an existing Primary Designated Contact can set up other Designated Contacts with permission to see all cases in their company.
For Premier customers and Signature customers, review the FAQ on designated contacts to learn how your Primary Designated Contact can add other Designated Contacts to see all cases.
If you have a Standard Success Plan or additional help is needed, you'll need to contact Salesforce Support and ask them to reference the internal information section of this article # 000385177.
Designated Contacts will see additional options to view all open and closed cases for their org in the My Cases page on the Help Portal. In the cases picklist menu, these two additional options will appear:
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