Actual situation: We have an actual customer with one "manager",who sees all the tickets of his company. We do have a bunch of solutiuons, all of them can be viewed only as an "agent".
Problem: We'are facing an actual request from this customer:
He needs to manage his own tickets incl. assignment to his own 2 it-employees and us (so we add him and his 2 it-employees as agents, with the restriction to his company for the tickets). Now he see all our solutions, this is not what we want.
Questions: a) is there a way to manage tickets/solutions (assignment, closing, etc) without the agent-role? b) is there a way to restrict the access to solutions? based on group/company-role as an agent?
Thanks in advance and best regards
Ralph
Best Answer
V
Vaishali Pillai
said
7 months ago
Hi Ralph,
We support restricting Solutions access based on a Group. You could add this manager to a group and restrict him from accessing the Solutions.
Also, you could restrict the agent by accessing the solutions by creating a custom role under Admin -> Roles.
We hope you find this helpful and thanks for using Freshservice!
2 people have this question
N
Nestor Sanchez
said
8 months ago
I have a similar setup and came across this topic when faced with this issue. I have created an agent group for the on-site IT and restricted their access to group access. Unfortunately, they are unable to see the tickets that came in unless it's assigned to their group. What would work great is to have a means of determining permissions much how one can customize the permissions to view Solutions (KB).
Vaishali Pillai
said
7 months ago
Answer
Hi Ralph,
We support restricting Solutions access based on a Group. You could add this manager to a group and restrict him from accessing the Solutions.
Also, you could restrict the agent by accessing the solutions by creating a custom role under Admin -> Roles.
We hope you find this helpful and thanks for using Freshservice!
Ralph Keller
Dear Freshservice-Users
Actual situation:
We have an actual customer with one "manager",who sees all the tickets of his company.
We do have a bunch of solutiuons, all of them can be viewed only as an "agent".
Problem:
We'are facing an actual request from this customer:
He needs to manage his own tickets incl. assignment to his own 2 it-employees and us (so we add him and his 2 it-employees as agents, with the restriction to his company for the tickets). Now he see all our solutions, this is not what we want.
Questions:
a) is there a way to manage tickets/solutions (assignment, closing, etc) without the agent-role?
b) is there a way to restrict the access to solutions? based on group/company-role as an agent?
Thanks in advance and best regards
Ralph
Hi Ralph,
We support restricting Solutions access based on a Group. You could add this manager to a group and restrict him from accessing the Solutions.
Also, you could restrict the agent by accessing the solutions by creating a custom role under Admin -> Roles.
We hope you find this helpful and thanks for using Freshservice!
2 people have this question
Nestor Sanchez
I have a similar setup and came across this topic when faced with this issue. I have created an agent group for the on-site IT and restricted their access to group access. Unfortunately, they are unable to see the tickets that came in unless it's assigned to their group. What would work great is to have a means of determining permissions much how one can customize the permissions to view Solutions (KB).
Vaishali Pillai
Hi Ralph,
We support restricting Solutions access based on a Group. You could add this manager to a group and restrict him from accessing the Solutions.
Also, you could restrict the agent by accessing the solutions by creating a custom role under Admin -> Roles.
We hope you find this helpful and thanks for using Freshservice!