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The permissions menu gives you the ability to specify what a user is authorized to do in the tools.

You can add and edit roles on this menu.

Go to AccessPermissions

  1. Click the plus button to open the New user form.
  2. Fill in or edit the following tabs: Basic, Security Resources, Filters, Users.
  1. Decide if your new or existing role should be active in the system.
  2. Insert a name for your new or existing role.
  3. Insert a description for your new or existing role.

You can now decide if you want to start with an empty role or edit an already existing one.

If you select an empty one you have to set permissions for all areas of all our three applications manually.

If you select a preset, like, let’s say for example the engineer preset, you can edit already existing permissions to your particular needs and create a new role out of it.

Set ticks for the permissions you want to grant.

Right now you can decide between two permissions and grant them per application level:

View permissions: Allows the selected role to view something on his system (eg. a component the role needs for his workflow).

Edit permissions: Allows the selected role to interact with something on his system (eg. interact with the Ticket Pool component).

You also have the possibility to bulk-permit permissions by selecting a group of permissions. Bulk-permissions will be displayed with the black-filled box.

You are able to add optional ticket filters to set permissions for specific tickets.

The Assigned toggle lets you set that users will only see tickets assigned to them.

Let’s say you want to assign a role for all tickets from a certain project.

You would pick something like:

Condition = ProjectName

Operator = is equal to

Comparison Value = Demo Project

Let’s say you want to assign a role for all tickets from a certain country.

You would pick something like:

Condition = AffectedCountry

Operator = is equal to

Comparison Value = Germany

You can restrict visibility of some buttons for your custom role. This could be for example useful if you don’t want to overwhelm a new dispatcher with unnecessary buttons that might not be helpful for his job.

By default all buttons are visible, if you didn’t move buttons to the right side.

However, as soon as you move one button to the right, only this button will be visible for this role.

In the last step you assign your users to the role. This can be done by Drag & Drop or clicking on the user you want to add to your role

You are also able to bulk-add or bulk-remove users by using the buttons.

If you cannot find an user, or the list is too big, you can also search for specific users by inserting a keyword into the search bar.

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