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How do I set user group permissions?

Users credentials can be restricted to specific knowledge bases and also used to apply ticket management policies.

Ticketing permissions are limitations or freedoms of ticket access (viewing and taking tickets) that define the group. Groups are separated from one another by the level of tickets' access limitations the members in the group have; whether they can view all tickets, certain tickets and so on.

A group must have one of the following ticketing permissions:

  • View all tickets: no special permissions are enforced.
  • View and take selected labels: users can view some labels and take tickets using the 'Take tickets' button Take selected labels: users cannot view any tickets, but can still take tickets using the 'Take tickets' button.
  • Only see assigned items: users cannot view, nor take any tickets. They can only handle tickets that are assigned to them by someone else.



For example:
If we look at the example; the "Support" group. We wanted all tickets labeled as "Support" to be viewed and taken by Dan, Roy and David, our support agents. As you can see, by choosing the "View and take selected labels", we determine this permission type. The members of the "Support" group will be able to access My Inbox (ticket assigned especially to them) and also access tickets in the "Support label" and take them. If they had the "Take selected labels" permission type, they could only take tickets in the "Support" label (by clicking the "take tickets" button), but not be able to view them. We still need to choose the label "Support" to set the ticket assignments abilities. Once the group is created, our agents, (Dan, Roy and David) will be associated with the "Support" group. These steps are described below.


'Take' Options

All first 3 options allow the agent to take tickets. If an agent take tickets, a new button, 'Take tickets' https://nr1.s3.amazonaws.com/kb/8CB9462EF4BBF12/8CB9462F7AB2120/1D71803/4/take_tickets_button.png will appear on his "My Tickets" page. When clicked, this button will assign the agent some tickets from the pool of unassigned tickets according to his permission labels. This also enables agents to get tickets from a certain group without viewing tickets in the group and therefore explains the "Take selected labels" option. Once choosing one of the first 3 options, you'll have to define 2 additional options:

  1. How many tickets are taken each time the 'Take tickets' button is pressed;
  2. Maximum number of tickets assigned to the user before he can take more.
    E.g.,Users take tickets [ 5 ] at a time, if they have less than [ 50 ] tickets assigned.

Please note: if an agent belongs to more than one group and the groups contain different 'take' permissions, the user's de facto permissions will be the highest one.

Restricting User Access to Knowledge Bases

You can restrict agents' access to one or more knowledge bases using Groups Management.

To access the group editor, and define a new user group as shown below.


Once inside the group editor check the knowledge base box you want agents to have access to (e.g., English). You can then further limit their access to specific ticketing labels in the Knowledge Base (e.g., sales).