Overview

Process permissions apply to Tickets, Clients, Locations and Callers and Access Control applies to Reports. When a role has been created in the Roles Tab within the User Management menu option of the Admin Area, navigate to the Process Permissions or Access Control tab, select the appropriate role and tick the boxes for which processes should be available to that role.

For the User, the Processes are automatically hidden based on the available permissions for the given record. When viewing a list of items (e.g. a queue/list/sub tab), all possible processes will be shown, as the exact processes available to the user cannot be determined until selections have been made.

Guidance

Navigate to the Admin Area > Self Service > Tickets > Process Permissions

To Add Permissions: - Tick the box of the role you wish to add process permissions - Click Edit - Select the tick boxes for which you would like the role to be assigned permission to - Click Save

To Edit Permissions: - Tick the box of the Role you wish to edit - Click Edit - Make your changes to the Permissions - Click Save

To Delete Permissions: - Tick the box of the Role you wish to delete permissions from - Click Edit - Click Remove icon next to the permission you wish to delete - Click Save