Roles and Permissions
Set up Staff Agent access at various levels using Roles and Permissions. This allows for more control of different agent types - and the functions that they can perform within the system based on the role assigned to them.
An example using Service Desk may want to have a role for each of the following Staff Agent types:
- Company owner
- Technical staff
- Sales staff
- Administration staff
When you assign a role to a Staff Agent you can customise access permissions to suit the user's specific needs by extending access to additional parts of the system and restricting access to specific customers. The Staff Agent will then only be able to access the system as the assigned role and permissions dictate - as a result, this affects what pages are available to the user when logging in.