Share an HR Case List View with the Relevant Public Group
The HR Service Center app includes a custom list view for HR cases. Share this list view
with the HR public groups so your HR agents have access to it.
Required Editions
Available in: Lightning Edition
Available in: Enterprise, Professional, and Unlimited Editions
with Service Cloud
Employee management solutions require the Employee Management and Employee User add-on
licenses. Using employee management solutions in Government Cloud Plus organizations can send
data outside the authorization boundary. Contact your Salesforce account executive for more
details.
User Permissions Needed
To setup Employee Management solutions:
Permissions and licenses associated with the HR Manager or HR agent personas.
Role hierarchy works together with sharing settings to determine the levels of access users
have to your Salesforce data. In most cases, the Salesforce hierarchical roles allow employees
access to data of all the users directly below them in the hierarchy.
From the App Launcher, search for and select HR Service Center.
From the console navigation tab, select Cases.
Select the HR Benefits list view.
To open the list view controls, click the gear icon and select Sharing
Settings.
Select Share list view with groups of users, then search for and
select HR Benefits Specialist.
Save your changes.
Repeat for each HR group.
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