Outgoing Emails Not Visible Under Conversation Tab for Custom Role

I’ve created a custom role named "ABC" and assigned it to a user. When I log in using that user’s credentials and register a case, I’m unable to view any outgoing emails (sent automatically by the system to the contact) under the Conversation tab in the Case record.

This issue seems to be specific to the custom role, as the emails are not visible even though they should be generated during case registration.

This is urgent, and we would really appreciate it if someone could help us troubleshoot the root cause—whether it’s due to object permissions, column-level access, or any visibility rules.

Thank you in advance for your support.

Like 0

Like

1 comments

Hello,

 

You need to conduct the setup on the Creatio side. 
Please do use the instructions from this Article in order to do that:
https://academy.creatio.com/docs/8.x/no-code-customization/base-integrations/mailbox-setup/configure-a-shared-mailbox

Here's the part that explains how to setup access rights to the mailbox emails for Creatio users:
image.png
You need to make that mailbox Shared and setup the needed accesses.

Note that Supervisor users (those having administrator rights) do have access to the emails by default.

Show all comments