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Help Desk - Staff and Agents Permissions

 
The Staff and Agents Permission tab allows detailed tiHelpdesk to be assigned to each user.  Staff and Agents can also be assigned administrator roles for specific Products and Groups.  For more information about assigning a staff member product and group administrator permissions please see the Product and Group Settings help topic.
 
 
Help Desk - Staff and Agents Permissions
1

Assign Tasks to Staff

1. Assign Tasks to Staff
This permission allows the staff member or agent to Assign Tasks to other staff members and agents for tasks that they have access to.
2

Edit Task Header

2. Edit Task Header
This permission allows the staff member or agent to edit the original task header and request for tasks that they have access to.
3

Add and Edit Task Replies

3. Add and Edit Task Replies
This permission allows the staff member or agent to reply to tasks that they have access to and edit their replies.
4

Add and Edit Task Notes

4. Add and Edit Task Notes
This permission allows the staff member or agent to add and edit Public Notes and Private Notes for tasks that they can access
5

Change Task Status

5. Change Task Status
This permission allows the staff member or agent to change the status of tasks that they have access to.
6

Change Priority

6. Change Priority
This permission allows the staff member or agent to change the priority of tasks that they have access to.
7

Manage consumer Users

7. Manage consumer Users
This permission allows the staff member or agent to create, delete, modify Consumer Users and their related information in the tiHelpdesk instance.
8

Manage Staff

8. Manage Staff
This permission allows the staff member or agent to create, delete, modify Staff Members and Agents and their related information in the tiHelpdesk instance.
9

Manage Products and Groups

9. Manage Products and Groups
This permission allows the staff member or agent to create, delete, modify Products and Groups and their related information and settings in the tiHelpdesk instance.
10

Manage Companies

10. Manage Companies
This permission allows the staff member or agent to create, delete, modify Companies and Divisions and assign users to companies in the tiHelpdesk instance.
11

Share

11. Share
This permission allows the staff member or agent to create or delete public share links that make tasks accessible by external collaborators without requiring a username and password.
12

Can Call Staff

12. Can Call Staff
This permission allows the staff member or agent to create a video conference call and invite staff to join the call within the tiHelpdesk instance.
13

Can Call Customer

13. Can Call Customer
This permission allows the staff member or agent to create a video conference call and invite customers to join the call within the tiHelpdesk instance.
14

Canned Responses

14. Canned Responses
This permission allows the staff member or agent to access canned responses feature (coming soon.)
15

Articles

15. Articles
Permission to access the knowledge base articles (coming soon.)
16

Save Changes

16. Save Changes
To save changes to the Staff or Agent details click on the save button.
17

Cancel Saving

17. Cancel Saving
To cancel saving changes to the Staff or Agent details click on the save button.
18

Delete Staff Member

18. Delete Staff Member
To mark the Staff or Agent record as deleted click on the delete button.