Site Specific Approvers for ConnectWise

Niamh Ferns Updated by Niamh Ferns

Site approvers have been deprecated, we will provide limited support for as long as possible.

With release of user groups, for new customer that's preferred setup. User group supports approval system. For site approver, only user with site access enabled can act as site approver. Company level site access will not work. We will keep site approver functionality as long as possible but without promise to support this forever.

All Tickets and Site Specific Tickets access will conflict. If a user has been granted both permissions, they will only be able to view all tickets for their site not for the whole company.
Ensure you’ve already setup approvals, if not you can do that by following this guide: Approvals in DeskDirector.

Up until recently, tickets submitted which required approval would notify everyone in the company with the Approval permissions. What this meant was that approvers of a company may have received approval requests from a completely different site - one where they weren't set as approver.

With the introduction of the Restrict Access to site permission, we can now display only tickets belonging to a user’s site, which means that approvers can only view and approve tickets from their own site.

Sites are setup for contacts within ConnectWise by navigating to their contact page and selecting the site drop-down box:

Here’s how we get this setup in DeskDirector:

1. Login to your admin console then navigate to Portal > Contacts then search for the contact you want to restrict for then click on the user you want to edit permissions for.

2.  The Site where the user belongs to should appear next to the user's company name, in this case the contact belongs to the ‘Main’ site:

3. In the user's page, click on the Permissions tab, then scroll all the way down and you will see the Restrict Access to Site checkbox. After saving this change, only tickets coming from the Main site will be displayed to the approver:

4. Repeat the same process for the rest of the approvers at the company.

How did we do?

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