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Department Permissions

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Published: Sep 21, 2021|Last updated: Oct 19, 2021

You can edit permissions for your Ticket Departments in Ticket Structure > Departments

Click the edit button next to the Department you want to edit to open up the editing drawer and click onto the Permissions tab.

User Department Permissions

User Permissions to use Departments are set via Usergroups.

This enables you to limit access to certain Departments to particular Usergroups: for example, you might want to limit Support Department access to paying customers only, but allow Sales Department access to everyone.

Note


This Permission setting only affects creating Tickets.

If a Ticket is created for a User, or changed to a User they will be able to see it on the Help Center, get replies etc, regardless of Department Permissions; and similarly, if the User is CC’d into the Ticket, they will receive Ticket messages.

If the User only has Permission to use one Department, the Department field is not shown at all on the contact form.

For example, suppose you have three Departments, "211B Energy Customer Support", “IT Support” and “Complaints”.

You set the Permissions for the Groups like this:

image.png

On your Help Center contact form, a User who is logged in will see this:

image.png

Whereas a User who isn’t logged in will see this:

image.png

Agent Department Permissions

You can limit Agent access to Tickets based on Ticket Department.

This is useful if you want to ensure that different groups of Agents work on different types of Tickets.

In the Agent Permissions section of a Department’s Permissions tab, you can select which  Agent Permission Groups and individual Agents have access to that Department.

Note


The built-in All Non-Destructive Permissions and All Permissions groups always grant full Department access and can’t be edited.

If you want to limit Department access for an Agent, you must remove them from these groups and add them to custom Permission groups.

There are two levels of Agent Permission for Departments:

  • Assign means that the Agent can assign Tickets to the Department.

  • Full access means that the Agent can view and work with Tickets in the Department as normal.

An Agent who only has assign permissions can assign a Ticket to a Department, but will not be able to view it afterwards.

Note


Department Permissions are overridden by Ticket assignment and following.

If a Ticket is assigned to an Agent or one of the Agent’s teams, or the Agent is added as a follower, the Agent can view it regardless of Department.

image.png

In the screenshot above, you will see that many of the Permissions are on and locked - you can’t remove the Permission. This happens for one of two reasons:

  • Granting full access includes assign, so if the Agent/Group has been granted full accessassign is locked on.

  • If an Agent is a member of an Agent Permission Group which already grants them a Permission, it will be locked on.

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