Getting Started with DeskDirector
Admin Console : Getting Started
Branding your DeskDirector Portal via Brand Packages
Color Theming a Portal via Brand Packages
Avatars in the DeskDirector Portal
Enable/Disable Chat Callback Feature
Enable/Disable Pre-Ticket Chat
Enable or Disable the 'Something Else' Option
Embedding Media as the Help Page
Portal Permissions in DeskDirector
FastTrack in DeskDirector
Setting Up and Using the VIP Priority
How to setup the Flag feature (ConnectWise)
Have Approvals go to Approvers according to site (ConnectWise)
Setting up Request Types
Request Type Ordering in the Client Portal
Getting Started with Request Type Groups
Getting started with DeskDirector Forms
DeskDirector Forms - Question Types in Detail
DeskDirector Forms - Dynamic Fields
DeskDirector Forms - Dynamic Fields Implementation Example
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Importing Wufoo Forms to DD Forms
DeskDirector Forms - Dynamic content
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Managing Companies in DeskDirector
Filtering Companies to Manage
Exporting Companies as CSV
Managing Contacts in DeskDirector
Exporting Contacts as CSV
Ticket Group Permissions
Intro to Menu Items
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Adding BiggerBrains Menu Item
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How to change the name of the Learning Center
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Email Notifications Overview
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Default Ticket Board and Source
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Tech Portal : Getting Started
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Client Portal : Getting Started
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Updated by Jason He
In the past, we used permissions to allow users to access all tickets that belong to their company. While the All tickets option is suitable for managers and administrators, it does not cover specific cases such as HR or Procurement related tickets.
This is where our ticket Group permissions come into rescue.
With ticket group permissions, you can group up tickets and allow users who have access to that group to see its related tickets. You can also group events used to restrict approver's permissions.
In this article we will cover two topics.
- Assigning tickets to a specific group
- Giving group permission to a specific user
What is a Group? How do we define it ?
With our current implementation, a group is formed using tags.
Please note that a group tag under different entity has a different meaning.
- Request type with a group tag: Group tags can be added to request types. Tickets created by this request type will inherit the group tag(s) added to it.
- Form with a group tag: Group tags can be added to specific forms. Tickets created by this form will inherit the group tag(s) added to it
- Ticket with a group tag: Inherited from request types/forms or can be added manually via the Tech Portal. Only user with "All Tickets" permission or with the same group tag can access these tickets.
- Contacts (users) with a group tag: Group tags can be added to specific users.
- User with all tickets (plus group tag): can access all tickets
- User without all tickets (plus group tag): can access their own ticket, plus tickets related to that specific group tag
- Approver with all tickets (plus group tag): can access all tickets but this approver can only approve tickets under the group they have access to
- Approver without all tickets (plus group tag): can access their own ticket, plus tickets related to that specific group tag. This approver can only approve tickets under the group they have access to.
- Company: Group tag does not apply to Companies
- Member: Group tag does not apply to Members
Assigning Tickets to a Group
There are two ways on how assign group tag for a ticket:
First scenario (Request Types and Forms): if any given form or request type contains a group tag, any ticket created from them will automatically inherit the same tags.
Second scenario (manually assign in Tech Portal): members can manually add any tags to a given ticket in Ticket Details (side menu, bottom left).
Restrict Contact with Group
To restrict a contacts' ticket access permission, you can assign group tags to the contact via the admin console.
Add a tag, e.g. group-hr, to that user to restrict their ticket access.
- User with all tickets: can access all tickets
- User without all tickets: can access their own ticket, plus tickets related to that specific group tag
- Approver with all tickets: can access all tickets but this approver can only approve tickets under the group they have access to
- Approver without all tickets: can access their own ticket, plus tickets related to that specific group tag. This approver can only approve tickets under the group they have access to.
Additional Info and Comments from the Devs
Using tags as permission tooling is not explicit. No one will expect that tags can be used to tune permissions.
Tag's behavior is not obvious nor explicit. Group tag on different entities has different meaning, which is a bad pattern. A feature needs to be obvious and easy to learn without documentation.
Q: Why does the group concept use the tag system?
A: At current stage, tag has similar concept as group, which is a short cut that we can use to achieve this feature.
Q: Is this beta or experimental feature?
A: This is experimental, but different to other experimental feature, we are committing to long term support on this.
Q: Will group tag ever change to its own system?
A: With all probability. The current tag system has several limitations that we want to overcome in the long run. Once we decide to separate it from tag system, we will migrate all your existing settings.