Creating a New Role

  1. Go to Settings - Staff - Roles and Permissions. All existing roles are displayed.
  2. Click on the New button to open the New role page.
  3. In the Name field enter the name for the role.
  4. In the Permissions list, choose which part(s) of the system the role will allow access to:
    • Assets
    • Customers
    • Knowledge Base
    • Reports
    • Schedule
    • Settings
    • Tickets
  5. In the Ticket Queue list choose the ticket queue(s) to which the role will grant access.
  6. 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:
  7. In the Default Start Page dropdown, select the start page you want users to see when logging in with this role.
  8. Click Save to save your new role.