from the main menu bar.e11 Help Desk Software Manual for customer support & service software
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Client Rights Group allows you, while creating an individual client profile or corporate account, to define the access level for the client. You can create and manage the client rights groups with the help of this feature. Moreover, you can also specify the rights for these client rights groups.
To add a client rights group:
1.
Click from the main menu bar.
2.
On the View Settings page,
click User Management 
.
3. User Management page opens, as shown in the Figure 12-1-1.
4.
Click Client Rights 
.
5. View Client Rights Details page opens, as shown in the Figure 12-1-2. This page will show you the names of the client rights groups and the rights available to them. It will also show you the categories under which those client groups can work.
Tip: You can also click on from the toolbar to access the View Client
Rights Details page directly.
Note: You can sort the Client Rights Details by Client Group Name and Importance.
6.
Click 
to open Add New Client Group page. Enter information
in the required fields, as shown in the Figure 12-1-3:
Required Fields |
|
Field |
Description |
|
Group Name |
Enter the name for the Client Group. |
|
Group Icon Color |
Client
Group icon is displayed in this color. Select the Client Group icon color by
clicking |
|
Specify Group Rights |
Specify the client group rights (category rights, corporate rights, and reporting rights) by checking the appropriate boxes. |
Note: Category Rights will give access to the ticket categories under which the client group can work.
Corporate Rights will give access to a client group to manage (add, modify, and delete) accounts and contacts, view assets, service, SLA details, etc.
Reporting Rights will give access to clients belonging to that particular client group to view these reports.
Tip: Use the underscore “_” key to give a space in the client rights group name.
7.
Click 
to save the information.
Example: At times you may need to
create a client rights group in order to define the access level for the
client. To do so, enter a client group name, such as Consultants, and select a
color for the group name, as shown in the Figure 12-1-3. This color will help you to
identify the client group in the View Client Rights Details page. Specify the
group rights by checking the appropriate boxes, as shown in the Figure 12-1-3.
Click 
.
To modify a client rights group:
1. Open View Client Rights Details page.
2. In the View Client Rights Details page, click on Client Group Name to be modified.
3.
Modify the Client Group
informations and click 
to save the changes.
Note: You cannot modify the Group Name.
To delete a client rights group:
1. Open View Client Rights Details page.
2. In the View Client Rights Details page, check against the Client Rights Group to be deleted, as shown in the Figure 12-2-1.
Note: Client full rights group cannot be modified or deleted.
3.
Click 
.
A confirmation box pops-up. Click 
to confirm deletion.
Note: When a client group is deleted, everything belonging to that client group, i.e., client’s profiles, tickets, rules (if any), will be deleted permanently.
or you can also type it under Group Icon
Color.