Assigning Permissions for Survey Functionality

 

If Survey functionality is enabled in the Core Settings | Feature Basics screen, select Surveys on the Permissions tab in the Support Representative Management | Roles screen to allow or disallow access to iSupport’s survey response views and deletion of requests and responses.

Select to enable the support representative to change the survey status and make an entry in followup fields.

Reader

Click the Reader checkbox or select View to allow the support representative to view a survey. If this option is not selected, views of surveys will not be included on the Desktop for the support representative.

Author

Click the Author checkbox or select Create New Requests to enable the support representative to send a survey. If this option is not selected, the Survey option will not be included on the Desktop menu and the New menu in the Incident and Customer screens for the support representative.

Editor

Click the Editor checkbox to select both Editor permissions, or select one or more of the following. Note: the View permission is required for these permissions.

  • Edit - Select to enable the support representative to change the survey status and make an entry in followup fields. Note that if the survey status is Sent or Closed, it will be inactive so it cannot be edited. A rep can save a survey with a status of Submitted if the survey had a Submitted status prior to editing.
  • Delete - Select to enable the support representative to delete a survey.