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By default all Business partner users, regardless of permission, have access to all their customers.  In some cases it may be desirable to restrict this access. 

  • All users are automatically assigned to the role called Default.


Business partners can configure roles, with access only to specific customers, locations, or equipment.  Role-based

  • Restricted access can be configured by a business partner under Customer → Service Desk → Manage Roles and Access


Configuration



For administrators, Role-based access is available via the top menu: Service Desk -> Manage Roles and Access

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Adding new customers and users


By default, all customers and new users are added to the default role.  However, this can be updated on the ‘create’ pop-up menu.


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Deleting Roles

When deleting roles, any users associated in that role will be moved back into the default role unless specified otherwise by the administrator

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