Roles

Overview

Roles are used to associate a subset of selected types of access and activity levels. Roles are a flexible way to define the responsibilities of a position. A user can be given multiple roles and the highest level of access/capability will be granted.

  • New role - Define a new level of responsibility and access.

    • Name - Free-form text field to uniquely identify this new role.

    • Permissions - Categories of functions and the types of access that can be granted for that function.

    • Roles - Defines the access level this position will require to manage other roles.

    • List - Create a list of all existing roles.

      • Create - Define new roles and assigned new levels of functional responsibilities.
      • Update - Make changes to existing roles.
      • Delete - Remove a role and any responsibilities granted by that deleted role.
    • Users - Defines the access level this position will require to manage other users.
      • List - Create a list of all existing users.
      • Show details - (? - What does this do - ?)
      • Show API key - Display assigned API keys for user accounts.
      • Create - Define new users and assign role.
      • Update - Make changes to existing users and their roles.
      • Delete - Remove a user.
    • Custom fields - Defines the access level this position will require to manage custom fields.
      • List - Create a list of all existing custom fields.
      • Create - Define new custom fields.
      • Update - Make changes to existing custom fields.
      • Delete - remove a custom field.
    • Tags - Defines the access level this position will require to manage tags.
      • List - Create a list of all existing tags.
      • Create - Define new tags.
      • Update - Make changes to existing tags.
      • Delete - Remove an existing tag.
    • Tickets - Defines the access level this position will require to manage tickets.
      • View all - Access to all ticket history.
      • Update - Make changes to existing/open tickets.
      • Close - Assign completion codes to tickets.
      • Reopen - Capability to re-open a Completed/Closed ticket.
    • Audit messages - Defines the access level this position will require to manage audit messages.
      • List - Create a list of all of the existing audit messages.
      • Show details - (? - What 'detail' is controlled - ?)
    • Ticket routing rules - Defines the access level this position will require to manage routing rules.
      • List - Create a list of all of the existing routing rules.
      • Create - Define new routing rules.
      • Update - Make changes to existing routing rules.
      • Delete - Remove a routing rule.
    • Email notifications - Defines the access level this position will require to manage email notifications.
      • List - Create a list of all of the existing email notifications.
      • Update - Make changes to existing email notifications.
    • Saved searches - Defines the access level this position will require to manage saved searches.
      • Create - Define a new advanced search and save it to the list.
      • Update - Make changes to existing saved searches.
      • Delete - Remove a saved search
    • Account - Defines the access level this position will require to manage account and billing information.
      • Update account and change plan - Make changes to account information. Make changes to service plan for this account.
      • Update billing info - Make changes to the billing information for this account.
      • Cancel account - Close this account through the web service.
    • Change logs - Defines the access level this position will require to manage 811 change logs and change log history.
      • List - Create a list of the change logs.
      • Check all/uncheck all - Select all options or deselect all options.

  • Edit role - Make changes to existing list of roles.

  • Edit all - This screen presents all of the defines roles as a grid of checkboxes. This allows a quick comparison of role capabilities. Click [Save all] to commit changes.
  • Delete role - Remove an existing role.

How to setup a new role

To setup a new role, Follow the steps outline below:

  1. Click on the admin icon

  2. Navigate to User Management > Roles. The Roles page will appear.

  3. Click on the New role icon in the top-right corner.

  4. Enter the role a name.

  5. Assign the permissons for the new role.

  6. Click Save.