How to share a case with Non-SL user

Modified on Tue, 08 Aug 2023 at 10:05 AM

Purpose

The purpose of this document is to brief how to share and make use of a case with Non-SL user.

Summary 



Can Non-SL users access and utilise shared cases? If yes, what are their limitations?

At SupportLogic, we offer a feature that enables the sharing of cases with Non-SL users. This can be accessed through the "Share" button located on the right corner of the case view popup window. Simply input the email address of the non-SL user and select the additional sharing options such as Slack, Email, and MS Teams.

Please refer the below screenshot for your reference.




As indicated in the screenshot above, an extra feature is available to include a message when sharing with agents, thereby enhancing convenience.


The respective agent would get an invite link to his email ID, as show in the below screenshot.


Upon clicking the View case button, the agent will be redirected to their instance login page and will require to authenticate via SSO.



Upon completion of login procedure, the agent can access the case details.


For any issues encountered during case sharing or viewing, kindly contact our Support team via the below link.

https://support.supportlogic.com/support/tickets/new





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