For roles and permission: ability to create groups of technicians and then assign those groups to the customer
For roles and permission: ability to create groups of technicians and then assign those groups to the customer so they can have access to the clients. As soon as you add a new technician to a group, that technician will then have access to X client. As of right now, if we create a new customer, we then need to go to each technician and give them that access. It can take a long time. A lot of our technician have a different role each.
11
votes
abigael abigael
shared this idea
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Wolfgang Kleb
commented
Categorize Customers ( Property : Group )
It's hard to manage Technicians access privileges ( on Customers )
when creating many new customers.Would be more handy ( dynamic ) with customer groups.
Assign Technicians Groups -> Customer Groups 👍
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Craig Beam
commented
auto-assigning tickets by groups would be great too