Support for Partners

AI Tools
Who can use this feature?
  • User type: Organization user

  • Organization type: Partner Organization having at least one linked customer with a Partner relationship

  • Role: Full Access to Support Service - Customer Cases

The Support feature enables partners to submit and manage support cases on behalf of their customers. You can log issues, attach logs and evidence, add comments, escalate cases to OPSWAT, and track resolutions. This makes it easier to act as a single point of contact and help customers resolve issues faster.

This page covers partner-specific actions, prerequisites, and quick how-tos. For the full Support guide, see the main Support page.

Permissions

Required to submit cases for customers

  • Full access on the Support Service — Customer Organizations role object.

  • Your partner organization must have at least one linked customer with a Partner relationship

To view customer cases submitted by other members in your partner organization

  • View only or Full Access on the Support Service — Customer Cases role object.

👉 For how to assign or request these roles, see Roles & Permissions

Log a Case on Behalf of a Customer

Path: My OPSWAT Portal → Support (Left menu) → Submit Case button


Step

Field

Description

1

Choose organization

Select the customer organization you’re submitting on behalf of.


2

Product

Choose the affected OPSWAT product. Click More to view the full product list.


3

Platform (if applicable)

If the product supports multiple platforms, you’ll be prompted to select one (e.g., Windows, Linux).


4

Issue Type

Choose the nature of your issue, such as configuration, installation, or unexpected behavior, ensuring clear and consistent reporting.


5

Severity

Indicate how critical the issue is


NoteBased on your org's support level and severity, you'll see an estimated initial response time.

6

Add License & Version

Select the license key and product version using dropdowns, or enter manually.

7

Subject & description

Provide a:

  • Subject – short, clear title (max 255 characters)

  • Description – detailed explanation of the issue (max 5000 characters)


8

Review AI Suggestions (If Any)

Before submission, the AI assistant may suggest relevant knowledge base articles based on your input.

If no relevant articles are found, users are directed to the next step. You can then choose I resolved the issue or Continue to Submit Case.

9

Upload Supporting Files

You can attach up to 5 files with a maximum total upload size of 2 GB.


10

Confirmation

After submitting all supporting files, you will be directed to a final screen displaying a list of successfully uploaded files.


You can now monitor and manage your case under the Case summary list section.

Monitor Your Customer Cases

Path: My OPSWAT Portal → Support (left menu) → Customer Cases list


This tab displays all cases submitted on behalf of customers by you or any other users within your organization. Please note that this tab is visible only if certain conditions are met.

  • You have View Only or Full Access to Support Service - Customer Cases role object AND Your organization has at least one linked customer with a Partner relationship

  • OR You have at least one customer case.

👉 For how to assign or request these roles, see Roles & Permissions

In this tab, you can

  • Search by Case number, Product, or Subject

  • Filter cases by Product or Status (Open/Closed/Waiting on me/Waiting on OPSWAT)

  • Click case number to view Case Details

  • Export to CSV

  • Access all cases with View All