Assigning Permissions for Incident Functionality

 

Select Incidents on the Details tab in the Support Representative Management | Roles screen to allow or disallow incident functions such as creating, viewing, updating fields, and routing.

Reader

Click the Reader checkbox to select all Reader permissions, or select one or more of the following:

  • View My Assigned: Select to allow the support representative to view incidents assigned to the support representative.

  • View My Authored: Select to allow the support representative to view incidents created by the support representative.

  • View My Groups: Select to allow the support representative to view incidents assigned to any member of any group to which the support representative is assigned. Note: the View My Assigned permission is required for this permission.

  • View My Location: Select to allow the support representative to view incidents assigned to support representatives in the location specified on the Details tab. Note: the View My Assigned permission is required for this permission.

  • View All: Select to allow the support representative to view any incident in the iSupport application. Note: All view permissions are required for this permission.

Author

Click the Author checkbox to select all Author permissions, or select one or more of the following:

  • Create New: Select to allow the support representative to create a new incident. If this option is not selected, the Create Incident option will not be included in the Desktop menu and the New menu in the Incident screen.

  • Use Hierarchy Templates: Select to allow the support representative to select a hierarchy template for an incident. If this option is not selected, the Use Hierarchy Template icon and menu option will not be included in the Incident screen. Note: one of the View permissions and an Edit permission or the Create New permission is required for this permission. This permission does not apply to auto-fill and auto-close templates.

  • Add Work History to All: Select to allow the support representative to update the Work History field on any incident that the support representative can view in the iSupport application. This option is not affected by the Editor options; its purpose is to allow you to restrict updates to only the Work History field if needed. Note: In the Customer Work History fields in the Incident Management Configuration screen, work history notes can be configured to display when customers view their incidents on the mySupport portal.

Editor

Click the Editor checkbox to select all Editor permissions, or select one or more of the following. Note that selecting an Edit permission will restrict the support representative’s access to only that permission. If a support representative has the Author | Create New permission but no Editor | Edit permission, the Save and Close Window menu option and icon will not be available after an incident is initially saved.

  • Edit My Assigned: Select to allow the support representative to update any incident assigned to the support representative. Note: the View My Assigned permission is required for this permission.

  • Edit My Authored: Select to allow the support representative to update any incident he/she creates. Note: the View My Authored permission is required for this permission.

  • Edit My Groups: Select to allow the support representative to update incidents assigned to any member of any group to which the support representative is assigned. Note: the Edit My Assigned, View My Groups, and View My Assigned permissions are required for this permission.

  • Edit My Location: Select to allow the support representative to update incidents assigned to any support representative in the location specified on the Details tab. Note: the Edit My Assigned, View My Locations, and View My Assigned permissions are required for this permission.

  • Edit All: Select to allow the support representative to update any incident in the iSupport application. Note: All view and all edit permissions are required for this permission.

  • Change Customer: Select to allow the support representative to assign a customer to a saved incident. If this option is not selected, the Select Customer option will not be included in the Incident screen and the Name link will be disabled. Note: one of the View permissions is required for this permission.

  • Add Additional Customer: Select to allow the support representative to add customers to an incident. If this option is not selected, the Add Additional Customer option will not be included in the Incident screen. Note: One of the View permissions is required for this permission.

  • Remove Additional Customer: Select to allow the support representative to remove an additional customer from a saved incident. If this option is not selected, the Remove Customer option will not be included in the Incident screen. Note: one of the View permissions is required for this permission.

  • Change Priority: Select to allow the support representative to select a priority for a saved incident. If this option is not selected, the Priority field will display in the Incident screen but the drop-down list will be disabled. Note: one of the View permissions is required for this permission.

  • Change Status: Select to allow the support representative to select a status for a saved incident. If this option is not selected, the Status field will display in the Incident screen but the drop-down list will be disabled. Note: one of the View permissions is required for this permission.

  • Change Impact: Select to allow the support representative to make a selection in the Impact field for a saved incident. If this option is not selected, for all members of the group, the Impact field will display in the Incident screen but the drop-down list will be disabled. Note: the Impact and Urgency fields cannot be enabled or disabled individually; you either enable both or disable both. One of the View permissions is required for this permission.

  • Change Urgency: Select to allow the support representative to make a selection in the Urgency field for a saved incident. If this option is not selected, for all members of the group, the Urgency field will display in the Incident screen but the drop-down list will be disabled. Note: the Impact and Urgency fields cannot be enabled or disabled individually; you either enable both or disable both. One of the View permissions is required for this permission.

  • Route: Select to allow the support representative to assign an incident to another support representative. If this option is not selected, the Route icon and menu option will not be included in the Incident screen and the Assignee link will be disabled. Note: one of the View permissions is required for this permission.

  • Route by Group Only: Select to restrict the support representative to routing only to other support representatives in his/her assigned group(s). Note: one of the View permissions is required for this permission.

  • Route to Unavailable Reps: Select to enable the support representative to route to support representatives who are unavailable for routing via the following methods: No is selected in the Available for Routing field in the support representative's Profile record or in the Rep Manager Desktop component, or the support representative selected Out next to their name on the Desktop menu. Note that this permission only affects manual routing functionality; automated routing initiated from an email, mySupport submission, or by rule using load balancing or round robin methods only includes available support representatives.

  • Route From View: Select to display the Route option in the View component Action menu to the support representative.

  • Schedule Recurring: Select to allow the support representative to schedule tickets on a recurring basis for a specified timeframe.

  • Change Approvers: Select to allow the support representative to change approvers when an ad hoc approval cycle is initiated.

  • Update News Feed: Select to include the Update link next to incidents in the News Feed dashboard widget for the support representative.

  • Delete: Select to allow the support representative to delete incidents. If this option is not selected, the Delete option will not be included in the Incident screen. Note: one of the View permissions is required for this permission.