Permissions Explained
From Cerberus Helpdesk Wiki
By the time you’re done reading, you should have an understanding on how to use the Permissions system in your own installation to lock down certain functionality on your Cerb4 Helpdesk.
Contents |
Introduction
Permissions are used to restrict the ability of certain workers to utilize certain functionality. Each set of permissions is saved into a ‘Role’, and workers are assigned that Role, which locks them down to those permissions. Roles are simply a group of permissions that can then be applied to workers. To get to the Permissions page, you need to have a paid On-site license or have a subscription to On-demand. You can buy one here.
Why Use Them?
So you’re probably thinking “That’s great and all, but what use would permissions be to me?” Permissions are great if:
- You want to prevent certain workers from accessing the address book, but you want them to be able to do everything else
- You want to prevent certain workers from being able to open tickets on behalf of customers
- You want to prevent certain workers from browsing research (due to confidential/private info)
- You want to prevent certain workers from assigning tickets, deleting tickets, etc
Once you have a paid license, simply click on ‘helpdesk setup’ then the ‘Permissions’ tab. Make sure Worker Permissions are enabled, as seen below.
Once you have enabled Worker Permissions, you will be able to create a new Role and edit existing Roles.
Creating a Role
Roles are simply groups of permissions which can be applied to any of the workers in your system. Any worker you select will be restricted to the permissions defined in this Role and any other roles they are assigned to, unless they are flagged as an administrator, in which case the permissions specified will be ignored and they will have access to everything. Roles are additive, so the permissions defined for any Roles a given worker are assigned to will be ‘added’ together.
Step 1:
The first step in creating a Role is to give it a name. This is pretty straightforward, just enter a name into the box.
Step 2:
The second step is to select the workers you wish to assign to this Role.
Step 3:
The third step is to select the actual permissions you wish to assign to this role.
Once you have selected the workers and permissions to associate with this role, simply hit ‘Save Changes’ at the bottom. That’s it, your role is saved, and any workers associated with this Role will now be restricted to those permissions.
Adapted from a Cerb4 blog post.
