Configuring field representative ask to show employee profiles

Configuration administrators can make employee profiles available to field representatives using the Field Representative Ask self-service module. A field representative who addresses a case through the module can click a link to view the employee profile.

Administrators can specify the method by which cases are shared through Field Representative Ask. Changes to this setting affect only cases that were created after the change. For example, if a case was created when the setting was Always, then that case is always available for sharing. If a case was created when the setting was Never, then the case is never available for sharing.
Table 1. Sharing Options
Option Description
Case By Case The field representative determines if the case is shared among other representatives who have access to the employee.
Always Cases are always shared among representatives who have access to the employee. The Shared field is hidden.
Never Cases are never shared among representatives. The Shared field is hidden.
  1. Click Application Settings.
  2. Double-click the organization.
  3. Click Manager/Field Representative Ask.
  4. In the Field Representative Ask area, select Display Profile.
  5. In the Shared menu list, select an option.
  6. Click Save.