Skip to main content

My Cases users are on the Platform license, so I am unable to update the default Case record type via their profiles. These users have access to cases via permission sets and the default record type is not even listed as a record type they should have access to, so I am not able to update the type there. 

The only default record type I am able to adjust is on the System Admin profile directly. I would like to update the default case type on a permission set, if possible. If not, I would like to delete the default case record type entirely (it was made in error and is not used) and assign a different record type as default for cases. 

 

#Case  #Permission Set  #Record Type

 

I attempted to make an adjustment to the profiles directly with this Classic knowledge article, but my profile page did not have the "Record Type Settings" that are referenced in the article.

4 answers
0/9000