Removing Agency Access from a Complaint Record

After granting another agency access to view the details of a complaint, users assigned the Complaints Supervisor role can remove the access, at any time.

About this task

Note: All Complaint Supervisors can remove another agency’s access to a complaint. See SES Agency System Roles & Consumer Complaints Roles for more information.

Procedure

  1. Navigate to the complaint.
    The list of all open complaints
  2. Click View Access.

    View Access button on the Complaint Record
  3. Click the View Details icon for the desired complaint access request.

    View Details icon next to the complaint, allows you to see the details of the agenc acces requet
  4. Click Remove Agency Access.

    Remove Agency Access command
  5. Click Remove Agency Access.

    Remove Agency Access command
  6. Click Confirm.
    Your decision is reflected on the Access History tab of the complaint record.

    Status icon on the Access History tab indicating that access to the complaint has been removed