---
schema_version: "1"
id: 11c5c0a9b4c645801d6569f4e56d963bfc4818a2532ac76267b8818c0c92ecfb
title: Restrict Confidential Case Access with Case Visibility Policies
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/hr_svc_confid_case_rep_case_vis_policies.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.hr_svc_confid_case_rep_case_vis_policies.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: e72b272cfd755fb1759507a4a3de117e8f567d90842d2e798bd6f9ece59b56f9
description: Use case visibility policies, the recommended approach for new implementations, to deploy pre-built visibility rules on the Case object directly from the Employee User Settings card in Setup without creating custom sharing rules or writing code.
products:
  - Service Cloud
release: "264"
---
# Restrict Confidential Case Access with Case Visibility Policies

Use case visibility policies, the recommended approach for new implementations, to deploy pre-built visibility rules on the Case object directly from the Employee User Settings card in Setup without creating custom sharing rules or writing code.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;"><a href="https://help.salesforce.com/s/articleView?id=service.service_editions_reference.htm&amp;language=en_US" target="_blank">View supported editions</a>.</td></tr></tbody></table>

When a policy is deployed, a confidential case is visible only to:

- The person who logs the case.
- Members of any queue the case is assigned to.
- Users added to the case team.
- Users who have the HR Case Investigator custom permission.

To deploy a policy, admins create a custom field on the Case object and add the field to the case record layout. Then, the admin deploys the policy from the HR Confidential Case Policy card on the Employee User Settings page in Setup. The HR Case Investigator custom permission is deployed with the policy.

To route confidential cases, the admin also configures a confidential queue and sets up case assignment rules based on the custom field. Policies are turned off by default until an admin turns them on.

Confidential case creation is supported in Employee Service Aura sites and in Unified Portal (LWR) sites. For an Employee Service Aura site, adding the field to the record layout shows the confidential case control automatically. For a Unified Portal site, add the custom field to the flow so that the checkbox to lock a confidential case appears.