Step 2 - Create New User Roles (optional)
Click 'Admin Panel' > 'Staff' > 'Roles'
-
Roles determine the permissions and access rights that staff members have within the Service Desk interface.
- You can add new roles and change the role of a staff member at any time, so you may skip this step for now if required.
- However, before adding new support staff members, you may wish to create custom roles for them.
- Account Administrator
- Administrator
- Technician
- Staff members added through C1 are imported into Service Desk with the role assigned to them in C1. You can change this role as required.
- You can assign one of the default 'Administrator' or 'Technician' roles to your new Service Desk staff.
- You can also create custom named roles with different permissions:
Create a new role
- Open the admin panel (see the last link on the left)
- Click 'Staff' > 'Roles'
- Click 'Add New Role' at the top:
- Enter the name for your new role and specify the permissions that should apply to its members in the 'Admin Panel' and 'Staff Panel' tabs.
- Select the permissions and privileges that can be given to the members assigned with the role.
- The 'Department Access' section allows you choose which departments can be accessed by members with this role
- Add admin notes if required then click 'Create Role' to add your new role
- The new
role is listed in the 'User Role' interface and can be applied to
new staff members at any time.