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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Access limitations for external location agents

Explore the limitations that an external location agent faces when using various platform modules during case resolution. You can use this topic to get a comprehensive overview of the modules that are supported and unsupported with the external location agent persona.

Supported and unsupported modules

List of modules and submodules under the customer service platform that are supported and unsupported:

ModulesSubmodulesSupported/unsupported
Overview Supported
Knowledge Supported
CasesCreate NewSupported
My Cases
Assigned to My Locations
Requested by My Locations
All
Open
Unassigned
Escalated
EscalationsAllSupported
CustomerPartnersSupported
Accounts
Contacts
Customer RelationshipsAccount Team MembersSupported
Service OrganizationInternal Business LocationsSupported
External Business Locations
Service Organization External Staffs
ContractsService ContractsUnsupported
Entitlements
ProductsAssetsSupported
Product ModelsUnsupportedNote: All configuration management database (CMDB) tables are unsupported.
Outsourced Service ProvidersSupported
InteractionAllUnsupported
Active
Assigned to Me
Overview
Special Handling NotesSpecial Handling NotesSupported
Configuration Unsupported
Knowledge > ArticlesCreate NewUnsupported
Import Articles
Open Submissions
UnpublishedSupported
Published
Retired
All
Knowledge > Feedback ManagementMy FlaggedSupported
My Submitted Tasks
My Assigned Tasks
My Closed Tasks
Knowledge > Homepage Supported
Knowledge > Notification Settings Unsupported
Email ClientEmail DraftsUnsupported
WorkspacesCSM Configurable WorkspaceUnsupportedNote: All aspects of the workspace experience remain inaccessible to external location agents.

Other notable limitations:

  • The Launch Interactive Analysis option in the Case list form context menu isn’t functional.
  • Related cases can’t be accessed from the related search results on the Case.

However, with an external business location as a fulfiller, the external location agents can:

  • Access Service Model Foundation data, such as internal business location, external business location, service organization members, and responsibilities, on the platform.
  • Access customer foundation data, including accounts, contacts, sold products, and install base items on the platform.
  • Access the case form on the platform.
  • Self-assign and start working on a case.
  • View related search results.
  • Add comments or work notes.
  • View the activity stream, work notes, and case timelines.
  • Add resolution notes, propose a solution, and close the case.
  • Create and update case tasks.
  • View service definitions.