You need to create custom workspaces for the manager and for the Customer service representative...

Each access group can use separate portals, harnesses, and sections. Use Specialty Components and use XML to pass data.

Level age the Case Manager and Case Worker as reference points to create new portals, if required. Use Special Components and use JSON to pass data.

Create different harnesses for each user's workspace. New portal rules are not needed. Define Specialty Components and use JSON to pass data.

Identify the functionality required for each portal. Customize the portal either by modifying the section or harness. Use Specialty Components and use XML to pass data.