Assigning Permissions for Problem Functionality

 

This option will appear if you have the Service Desk Edition and Problem functionality is enabled in the Feature Basics screen. Select Problems on the Permissions tab in the Support Representatives | Roles screen to allow or disallow problem 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 the Problem records to which they are assigned.

  • View My Authored: Select to allow the support representative to view the Problem records they create.

  • View My Groups: Select to allow the support representative to view the Problem records 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 those Problem records 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 Problem record 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 new Problem records. If this option is not selected, the Create Problem option will not be included on the Desktop menu and the New menu in the Problem screen.

  • Add Work History to All: Select to allow the support representative to update the Work History field on any Problem record 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.

Editor

Click the Editor checkbox to select all Editor permissions, or select one or more of the following. Note: 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 the problem is initially saved.

  • Edit My Assigned: Select to allow the support representative to update any Problem record to which they are assigned. If this option is not selected, the support representative will not be able to update the Problem records to which they are assigned. Note: the View My Assigned permission is required for this permission.

  • Edit My Authored: Select to allow the support representative to update any Problem record they create. If this option is not selected, the support representative will not be able to update the Problem records they create. Note: the View My Authored permission is required for this permission.

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

  • Edit All: Select to allow the support representative to update any Problem record in the iSupport application. Note: The View All permission is required for this permission.

  • Change Priority: Select to allow the support representative to select a priority for a saved Problem record. If this option is not selected, the Priority field will display in the Problem 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 problem. If this option is not selected, the Status field will display in the Problem 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 Problem record. If this option is not selected, the Impact field will display in the Problem 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 Problem record. If this option is not selected the Urgency field will display in the Problem 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.

  • Publish: Select to allow the support representative to select the Publish to mySupport field for a saved Problem record. Note: one of the View permissions is required for this permission.

  • Publish to Twitter: Select to allow the support representatives to publish headlines to Twitter (if configured via the Social Media Integration screen).

  • Route: Select to allow the support representative to assign a Problem record to another support representative. If this option is not selected, for all members of the group, the Route icon and menu option will not be included in the Problem 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 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. Support representatives who are unavailable for routing will be included  designated as "Out". This only affects manual routing functionality; automated routing initiated from an email or by rule using load balancing or round robin methods still includes available reps.

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

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

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