Creating a New Role
- Go to Settings - Staff - Roles and Permissions. All existing roles are displayed.
- Click on the New button to open the New role page.
- In the Name field enter the name for the role.
- In the Permissions list, choose which part(s) of the system the role will allow access to:
- In the Ticket Queue list choose the ticket queue(s) to which the role will grant access.
- If you want to restrict access to specific customers, select the Restrict customer access option. A list of customers is displayed. Tick the boxes alongside the customer(s) to which this role will permit access:
- In the Default Start Page dropdown, select the start page you want users to see when logging in with this role.
- Click Save to save your new role.