Access limitations for external location agents

reference brazil Updated Sep 28, 2026 2 min read access-limitations-for-ext-loc-agent.md
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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.

Important: Some table and field labels have been changed across recent releases. For a mapping of former labels to current labels, see Service Model Foundation renamed Entities.

Supported and unsupported modules

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

Modules

Submodules

Supported/unsupported

Overview

 

Supported

Knowledge

 

Supported

Cases

Create New

Supported

My Cases

Assigned to My Locations

Requested by My Locations

All

Open

Unassigned

Escalated

Escalations

All

Supported

Customer

Partners

Supported

Accounts

Contacts

Customer Relationships

Account Team Members

Supported

Business Organizations

Internal Organizations (formerly Internal Business Locations)

Supported

External Organizations (formerly External Business Locations)

External Organization Staff (formerly Service Organization External Staffs)

Contracts

Service Contracts

Unsupported

Entitlements

Products

Assets

Supported

Product Models

UnsupportedNote: All configuration management database (CMDB) tables are unsupported.

Outsourced Service Providers

Supported

Interaction

All

Unsupported

Active

Assigned to Me

Overview

Special Handling Notes

Special Handling Notes

Supported

Configuration

 

Unsupported

Knowledge > Articles

Create New

Unsupported

Import Articles

Open Submissions

Unpublished

Supported

Published

Retired

All

Knowledge > Feedback Management

My Flagged

Supported

My Submitted Tasks

My Assigned Tasks

My Closed Tasks

Knowledge > Homepage

 

Supported

Knowledge > Notification Settings

 

Unsupported

Email Client

Email Drafts

Unsupported

Workspaces

CSM Configurable Workspace

UnsupportedNote: 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 organization as a fulfiller, the external location agents can:

  • Access Service Model Foundation data, such as internal organization, external organization, organization members (formerly 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.
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