Role (Access right for staff):
When it comes to real-time use of helpdesk, you might have to restrict your staff with different access rights.
Let's say an Admin can have access to all settings or a manager can have access to all departments whereas a staff can view only issue or queries assigned to them.
So if you are looking for something similar then its possible using Role, where you are just creating a role and allowing certain access rights and then you just need to define staff to a particular role and automatically all access right defined for this particular role would be assigned to a staff member.
Also, the access right can also be used as a security parameter which can be used to allow access as per the roles.
Add Role :
Admin settings >> Users >> Role
Title:
The name of the role is to be specified here.
Incidents/Service catalog:
You can provide access for all the settings related to the incidents from here. Fields for which you can provide the access rights are as given below:
View incidents -
All incidents: Here you can provide the access rights to view all the incidents in the system.
Self-assigned: Here you can provide the access rights to view the self-assigned incidents in the system.
Nobody and self-assigned: Here you can provide the access rights to view the self-assigned as well as the unassigned incidents in the system.
Permissions:
Open new ticket:
The setting for the role access can be implemented whether to allow or restrict the staff to open the new incidents.
Move tickets to any department:
The setting for the role access can be implemented whether to allow or restrict the staff to move the incidents to any department.
Forward ticket:
The setting for the role access can be implemented whether to allow or restrict the staff to forward incidents.
Reply/ Reply all ticket:
The setting for the role access can be implemented whether to allow or restrict the staff to reply or to reply all incidents.
Move to trash:
The setting for the role access can be implemented whether to allow or restrict the staff to move the incidents to the trash.
Delete ticket:
The setting for the role access can be implemented whether to allow or restrict the staff to delete the incidents.
Merge ticket:
It will decide whether the staff will have permission to merge the particular incidents or not.
Change properties:
It will decide whether the staff will have the authority to change the properties of the incidents or not.
Delete ticket post:
The setting for the role access can be implemented whether to allow or restrict the staff to delete the incidents post.
Edit ticket post:
The setting for the role access can be implemented whether to allow or restrict the staff from editing the incidents post.
Apply SLA:
The setting can be made whether the staff will have permission to apply SLA for particular incidents or not.
Pause/Resume SLA:
You can allow the staff to pause or resume the SLA.
Change status:
It can be decided whether the staff will have the permission to change the status of the incidents or not.
Change priority:
The setting can be done whether the staff will have the permission to change the incidents priority or not.
Change owner:
It will decide whether the staff will have the permission to change the incidents owner or not.
Change type:
It will decide whether the staff will have the permission to change the incidents type or not.
Change category:
It will decide whether the staff will have the permission to change the incidents category or not.
Change level:
It will decide whether the team will have the permission to change the incidents level or not.
Change location:
It will decide whether the staff will have the permission to change the location of the incident or not.
Change flag:
It will decide the permission to change the incident flag or not to the staff.
Split incidents:
It will decide whether the staff will have permission to split the incidents or not.
Link/ Unlink incidents:
It will decide whether the staff will have permission to link and unlink the incidents or not.
Export to PDF:
It will decide whether the staff will have permission to export the incidents to pdf or not.
Time tracking:
It will decide whether the staff will have permission to track the time for the incidents or not.
Modify recipient and people:
It will decide whether the staff will have permission to modify recipient and people or not.
Sent email:
It will decide whether the staff will have permission to sent email or not.
Redirect to the incidents listing on reply:
Here you can enable the settings for redirecting to the ticket listing page after the reply is submitted to the ticket that is opened.
People :
Add client:
Here you can provide access for your staff to add clients to the system.
Edit client:
Here you can provide access for your staff to edit clients profile in the system.
Delete client:
Here you can provide access for your staff to delete clients in the system.
Ban client :
Here you can provide access for your staff to ban clients in the system.
Move clients to any organization:
Here you can provide access for your staff to move clients to any organization in the system.
Solutions:
Module:
Here you can provide the role access for the solutions module for your staff.
Add Category:
Here you can provide role access for the staff to add a category to solutions.
Add Articles:
Here you can provide role access for the staff to add articles to the solutions.
Import Solutions:
Here you can provide role access for the staff to import solutions.
Module:
Forums :
Here you can provide role access for the staff to add or update category, forum, and topic to the forum module.
Blabs:
Here you can provide role access for the staff to use blabs.
Task:
Here you can provide role access for the staff to view, update and manage the task module.
Assets/CMDB:
Here you can set the permission for the staff whether to allow or restrict the staff to manage or view the Assets/CMDB.
Add:
Here you can provide role access for the staff to add assets to the Helpdesk.
Scan now:
Here you can provide role access for the staff to scan the assets.
View Contract:
Here you can provide role access for the staff to view the contracts.
Network Scan:
Here you can provide role access for the staff to scan the network.
Import/Export:
Here you can provide role access for the staff to import or export the assets.
Problem Management:
Here you can set the permission for the staff whether to allow or restrict the staff to manage or view the problems.
Creator:
Here you can make your staff as a creator for Problem management.
Resource Manager:
Here you can make your staff as a Resource Manager for Problem management.
Delivery manager:
Here you can make your staff as a Delivery manager for Problem management.
Risk assessment Manager:
Here you can make your staff as a Risk assessment Manager for Problem management.
ROI Manager:
Here you can make your staff as ROI Manager for Problem management.
Problem Manager:
Here you can make your staff as a Problem Manager for Problem management.
Change Management:
Here you can set the permission for the staff whether to allow or restrict the staff to manage or view the release.
Requester:
Here you can make your staff as a requester for Change management.
Implementer:
Here you can make your staff as aanImplementer for Change management.
Tester:
Here you can make your staff as a Tester for Change management.
Approver:
Here you can make your staff as a Approver for Change management.
Coordinator:
Here you can make your staff as a Coordinator for Change management.
Supervisor:
Here you can make your staff as a Supervisor for Change management.
Change Manager:
Here you can make your staff as a Change manager for Change management.
Release Management:
Here you can set the permission for the staff whether to allow or restrict the staff to manage or view the release.
Creator:
Here you can make your staff as a Creator for Release management.
Supervisor:
Here you can make your staff as a Supervisor for Release management
Planner and Scheduler manager:
Here you can make your staff as a Planner and Scheduler manager for Release management.
Build and Deployment manager:
Here you can make your staff as a Build and Deployment manager for Release management.
Tester:
Here you can make your staff as a Tester for Release management
Release Manager:
Here you can make your staff as a Release manager for Release management.
Integrations:
Here you can set the permission for the staff whether to allow or restrict the staff to manage the Integrations.
API Access:
Here you can set the permission for the staff to access the API.