Customer Privileges - Revision history

Dina at 08:06, 8 July 2020

2020-07-08T08:06:12Z

← Older revision		Revision as of 08:06, 8 July 2020
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	[[File:Customer_privilege_groups_assign.gif\|center]]		[[File:Customer_privilege_groups_assign.gif\|center]]

	''Note: The Privilege Groups feature is available starting with ~~CommitCRM~~ 5.5. When '''upgrading''' to ~~CommitCRM~~ 5.5, a new custom group will be automatically created, based on the current Web Interface Customer Privileges settings defined under Tools > Options > Web Interface (in versions prior to 5.5). This custom group is automatically assigned to all customer Web users to assure the privileges stay the same. You can customize the groups from > Users & Privileges > Web Users Privileges – Customers.''		''Note: The Privilege Groups feature is available starting with RangerMSP 5.5. When '''upgrading''' to RangerMSP 5.5, a new custom group will be automatically created, based on the current Web Interface Customer Privileges settings defined under Tools > Options > Web Interface (in versions prior to 5.5). This custom group is automatically assigned to all customer Web users to assure the privileges stay the same. You can customize the groups from > Users & Privileges > Web Users Privileges – Customers.''


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	[[File:Customer_privilege_groups_default.gif\|center]]		[[File:Customer_privilege_groups_default.gif\|center]]

	<br><br>In any case, make sure to restart the ~~CommitCRM~~ Web Interface service after performing any changes, so they will take effect in the Web Interface.		<br><br>In any case, make sure to restart the CRM Web Interface service after performing any changes, so they will take effect in the Web Interface.

	==See Also==		==See Also==

Dina: /* Define Privilege Groups */

2015-07-19T11:47:52Z

Define Privilege Groups

Robert: /* Define Privilege Groups */

2014-05-15T13:35:27Z

Define Privilege Groups

← Older revision		Revision as of 13:35, 15 May 2014
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	# '''Charges''' <br>Selecting this option allows the customer Web user to see charges when viewing tickets and contracts. Deselecting this option will hide the Charges area in the ticket and contracts view for the user.		# '''Charges''' <br>Selecting this option allows the customer Web user to see charges when viewing tickets and contracts. Deselecting this option will hide the Charges area in the ticket and contracts view for the user.
	# '''Assets'''<br>Selecting this option will allow customer Web users to see the Assets tab and the list of all assets linked to their account. <br>Deselecting this option will hide the Assets tab altogether for these customers and they will not be able to see the list of existing assets.		# '''Assets'''<br>Selecting this option will allow customer Web users to see the Assets tab and the list of all assets linked to their account. <br>Deselecting this option will hide the Assets tab altogether for these customers and they will not be able to see the list of existing assets.
	#'''History Notes'''<br>Selecting this option allows customer Web users to see the ~~Contracts~~ tab and to view all of their existing ~~contracts~~.<br>Deselecting this option hides the ~~Contracts~~ tab altogether for these users and prevents them from viewing ~~their contracts and terms~~.		#'''History Notes'''<br>Selecting this option allows customer Web users to see the History tab and to view all of their existing Ticket history or add to it.<br>Deselecting this option hides the History tab altogether for these users and prevents them from viewing or updating Ticket history.
	#'''Contract Status'''<br>Selecting this option will allow customer Web users to see the contracts tab and view all of their existing contracts.<br>Deselecting this option will hide the contracts tab altogether for these users and they will not be able to view their contracts and terms.		#'''Contract Status'''<br>Selecting this option will allow customer Web users to see the contracts tab and view all of their existing contracts.<br>Deselecting this option will hide the contracts tab altogether for these users and they will not be able to view their contracts and terms.
	#'''View public email messages under Tickets'''<br>In this section you can define whether the customer Web user can view email messages filed under the Ticket. Note that only emails marked as Public in the email properties will be available to customers via the Web Interface.<br>You can also find more details on the public flag for email messages under Tickets in the [[Ticket Management]] user guide under [[Ticket_Management#Email_Public_Flag\|Email Public Flag section]].		#'''View public email messages under Tickets'''<br>In this section you can define whether the customer Web user can view email messages filed under the Ticket. Note that only emails marked as Public in the email properties will be available to customers via the Web Interface.<br>You can also find more details on the public flag for email messages under Tickets in the [[Ticket Management]] user guide under [[Ticket_Management#Email_Public_Flag\|Email Public Flag section]].

Robert: /* Define Privilege Groups */

2014-05-15T09:55:34Z

Define Privilege Groups

← Older revision		Revision as of 09:55, 15 May 2014
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	The following window opens:		The following window opens:

	[[File:Customer_privilege_groups.~~gif~~\|center]]		[[File:Customer_privilege_groups.png\|center]]

	The system comes with 3 predefined Customer Privilege Groups (Full, Partial and Limited) which cannot be modified, however, new groups can be added and customized.		The system comes with 3 predefined Customer Privilege Groups (Full, Partial and Limited) which cannot be modified, however, new groups can be added and customized.
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	By selecting or deselecting the privileges in this window you can determine which privileges are made available to customers assigned with this group:		By selecting or deselecting the privileges in this window you can determine which privileges are made available to customers assigned with this group:

			# '''Tickets (Add/Edit)''' <br>Selecting Add controls whether or not the customer can add new Tickets. Selecting Edit controls whether or not the customer can edit the Ticket description.
	# '''Charges''' <br>Selecting this option allows the customer Web user to see charges when viewing tickets and contracts. Deselecting this option will hide the Charges area in the ticket and contracts view for the user.		# '''Charges''' <br>Selecting this option allows the customer Web user to see charges when viewing tickets and contracts. Deselecting this option will hide the Charges area in the ticket and contracts view for the user.
	# '''Assets'''<br>Selecting this option will allow customer Web users to see the Assets tab and the list of all assets linked to their account. <br>Deselecting this option will hide the Assets tab altogether for these customers and they will not be able to see the list of existing assets.		# '''Assets'''<br>Selecting this option will allow customer Web users to see the Assets tab and the list of all assets linked to their account. <br>Deselecting this option will hide the Assets tab altogether for these customers and they will not be able to see the list of existing assets.
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	#'''View public email messages under Tickets'''<br>In this section you can define whether the customer Web user can view email messages filed under the Ticket. Note that only emails marked as Public in the email properties will be available to customers via the Web Interface.<br>You can also find more details on the public flag for email messages under Tickets in the [[Ticket Management]] user guide under [[Ticket_Management#Email_Public_Flag\|Email Public Flag section]].		#'''View public email messages under Tickets'''<br>In this section you can define whether the customer Web user can view email messages filed under the Ticket. Note that only emails marked as Public in the email properties will be available to customers via the Web Interface.<br>You can also find more details on the public flag for email messages under Tickets in the [[Ticket Management]] user guide under [[Ticket_Management#Email_Public_Flag\|Email Public Flag section]].
	# '''Download public Document files linked to their account''' <br>In this section you can define whether the customer Web user can download and view documents linked to their account. Note that only documents marked as Public in the document properties will be available to customers via the Web interface. <br>You can also find more details on setting up the Web Interface for files download in [[Web_Interface#Document_Download_and_Upload_Settings\|Document Download Settings]].		# '''Download public Document files linked to their account''' <br>In this section you can define whether the customer Web user can download and view documents linked to their account. Note that only documents marked as Public in the document properties will be available to customers via the Web interface. <br>You can also find more details on setting up the Web Interface for files download in [[Web_Interface#Document_Download_and_Upload_Settings\|Document Download Settings]].
	# '''Public Knowledge Base Articles and Download Linked Files'''<br>In this section, you can define whether customer Web users can view Knowledge Base articles. You can also further define whether the user can download files linked to these articles. Note that only articles marked as Public will be available to customers via the Web interface. For more details on articles privileges, see the Knowledge Base Manual, [[Knowledge_Base#Security_and_Privileges\|Security and Privileges]] section.		# '''Public Knowledge Base Articles and Download Linked Files'''<br>In this section, you can define whether customer Web users can view Knowledge Base articles. You can also further define whether the user can download files linked to these articles. Note that only articles marked as Public will be available to customers via the Web interface. For more details on articles privileges, see the Knowledge Base Manual, [[Knowledge_Base#Security_and_Privileges\|Security and Privileges]] section.
			# '''Quotes''' <br>Enable customers to view Quotes online or also to accept a Quote through the Web Interface.
			# '''Change Password''' <br>Allow the customer to change their own password through the Web Interface.

	===Add a new Privilege Group===		===Add a new Privilege Group===

Robert at 10:37, 1 September 2013

2013-09-01T10:37:51Z

← Older revision		Revision as of 10:37, 1 September 2013
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	[[File:Customer_privilege_groups_default.gif\|center]]		[[File:Customer_privilege_groups_default.gif\|center]]

	<br><br>In any case, make sure to restart the ~~Commit~~ Web Interface service after performing any changes, so they will take effect in the Web Interface.		<br><br>In any case, make sure to restart the CommitCRM Web Interface service after performing any changes, so they will take effect in the Web Interface.

	==See Also==		==See Also==

Sheli: /* Default Privilege Group */

2010-10-03T07:56:17Z

Default Privilege Group

← Older revision		Revision as of 07:56, 3 October 2010
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	<br>Group: Full for Customer Web Users [System, '''Default''']		<br>Group: Full for Customer Web Users [System, '''Default''']

	To set a default group, choose the group you want to use as the default from the drop-down list, and click Set as Default.		<br>To set a default group, choose the group you want to use as the default from the drop-down list, and click Set as Default.

			<br>
	[[File:Customer_privilege_groups_default.gif\|center]]		[[File:Customer_privilege_groups_default.gif\|center]]

Sheli: /* Default Privilege Group */

2010-10-03T07:55:33Z

Default Privilege Group

← Older revision		Revision as of 07:55, 3 October 2010
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	===Default Privilege Group===		===Default Privilege Group===

	You can define a default privilege group which will be assigned automatically to all new customer Web users.		You can define a default privilege group which will be assigned automatically to all new customer Web users. When choosing a group in the ''Customer Privilege Groups Administration'' window, the default group will appear with the word "Default" in brackets.
	To set ~~the~~ default group, choose the group you want to use as the default and click Set as Default.
			<br>For example:
			<br>Group: Full for Customer Web Users [System, '''Default''']

			To set a default group, choose the group you want to use as the default from the drop-down list, and click Set as Default.

	[[File:Customer_privilege_groups_default.gif\|center]]		[[File:Customer_privilege_groups_default.gif\|center]]

Sheli: /* Default Privilege Group */

2010-10-03T07:52:21Z

Default Privilege Group

← Older revision		Revision as of 07:52, 3 October 2010
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	[[File:Customer_privilege_groups_default.gif\|center]]		[[File:Customer_privilege_groups_default.gif\|center]]

	In any case, make sure to restart the Commit Web Interface service after performing any changes, so they will take effect in the Web Interface.		<br><br>In any case, make sure to restart the Commit Web Interface service after performing any changes, so they will take effect in the Web Interface.

	==See Also==		==See Also==

Sheli at 07:51, 3 October 2010

2010-10-03T07:51:57Z

← Older revision		Revision as of 07:51, 3 October 2010
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	''Note: The Privilege Groups feature is available starting with CommitCRM 5.5. When '''upgrading''' to CommitCRM 5.5, a new custom group will be automatically created, based on the current Web Interface Customer Privileges settings defined under Tools > Options > Web Interface (in versions prior to 5.5). This custom group is automatically assigned to all customer Web users to assure the privileges stay the same. You can customize the groups from > Users & Privileges > Web Users Privileges – Customers.''		''Note: The Privilege Groups feature is available starting with CommitCRM 5.5. When '''upgrading''' to CommitCRM 5.5, a new custom group will be automatically created, based on the current Web Interface Customer Privileges settings defined under Tools > Options > Web Interface (in versions prior to 5.5). This custom group is automatically assigned to all customer Web users to assure the privileges stay the same. You can customize the groups from > Users & Privileges > Web Users Privileges – Customers.''


			===Default Privilege Group===

			You can define a default privilege group which will be assigned automatically to all new customer Web users.
			To set the default group, choose the group you want to use as the default and click Set as Default.

			[[File:Customer_privilege_groups_default.gif\|center]]

	In any case, make sure to restart the Commit Web Interface service after performing any changes, so they will take effect in the Web Interface.		In any case, make sure to restart the Commit Web Interface service after performing any changes, so they will take effect in the Web Interface.

Sheli at 19:08, 1 October 2010

2010-10-01T19:08:02Z

← Older revision		Revision as of 19:08, 1 October 2010
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	# Define Privilege Groups (optional - you can use the predefined system groups).		# Define Privilege Groups (optional - you can use the predefined system groups).
	# Assign the Privilege Group to the Customer Web Users.		# Assign the Privilege Group to the Customer Web Users.

			__TOC__

	===Define Privilege Groups===		===Define Privilege Groups===
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	# '''Public Knowledge Base Articles and Download Linked Files'''<br>In this section, you can define whether customer Web users can view Knowledge Base articles. You can also further define whether the user can download files linked to these articles. Note that only articles marked as Public will be available to customers via the Web interface. For more details on articles privileges, see the Knowledge Base Manual, [[Knowledge_Base#Security_and_Privileges\|Security and Privileges]] section.		# '''Public Knowledge Base Articles and Download Linked Files'''<br>In this section, you can define whether customer Web users can view Knowledge Base articles. You can also further define whether the user can download files linked to these articles. Note that only articles marked as Public will be available to customers via the Web interface. For more details on articles privileges, see the Knowledge Base Manual, [[Knowledge_Base#Security_and_Privileges\|Security and Privileges]] section.

	===~~Adding~~ a new Privilege Group===		===Add a new Privilege Group===
	To add a new group, click the blue Privileges Group caption and choose ''New''.		To add a new group, click the blue Privileges Group caption and choose ''New''.

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	You can now assign the new group to Customer Web users.		You can now assign the new group to Customer Web users.

	===~~Assigning~~ Privilege Groups to Customer Web Users===		===Assign Privilege Groups to Customer Web Users===
	Each Customer Web User must be assigned with a Privilege Group. This determines the specific user's permissions. This means that you can assign different permissions to different people in your customer's company. This is a powerful management tool which allows you flexible permissions according to the person's role in the company.		Each Customer Web User must be assigned with a Privilege Group. This determines the specific user's permissions. This means that you can assign different permissions to different people in your customer's company. This is a powerful management tool which allows you flexible permissions according to the person's role in the company.

← Older revision		Revision as of 11:47, 19 July 2015
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	# '''Tickets (Add/Edit)''' <br>Selecting Add controls whether or not the customer can add new Tickets. Selecting Edit controls whether or not the customer can edit the Ticket description.		# '''Tickets (Add/Edit)''' <br>Selecting Add controls whether or not the customer can add new Tickets. Selecting Edit controls whether or not the customer can edit the Ticket description.
			# '''Ticket - View/Edit Ticket Priorities''' <br> This option controls whether or not the customer can view and change Ticket priority.
			# '''Ticket - View/Edit Asset linked to a Ticket''' <br> This option controls whether or not the customer can view and select/change Ticket Asset.
	# '''Charges''' <br>Selecting this option allows the customer Web user to see charges when viewing tickets and contracts. Deselecting this option will hide the Charges area in the ticket and contracts view for the user.		# '''Charges''' <br>Selecting this option allows the customer Web user to see charges when viewing tickets and contracts. Deselecting this option will hide the Charges area in the ticket and contracts view for the user.
	# '''Assets'''<br>Selecting this option will allow customer Web users to see the Assets tab and the list of all assets linked to their account. <br>Deselecting this option will hide the Assets tab altogether for these customers and they will not be able to see the list of existing assets.		# '''Assets'''<br>Selecting this option will allow customer Web users to see the Assets tab and the list of all assets linked to their account. <br>Deselecting this option will hide the Assets tab altogether for these customers and they will not be able to see the list of existing assets.
			# '''Asset Configuration Note - View''' <br> Selection this options allows customer to see Asset Configuration Notes, if they are allowed to see their account Assets.
	#'''History Notes'''<br>Selecting this option allows customer Web users to see the History tab and to view all of their existing Ticket history or add to it.<br>Deselecting this option hides the History tab altogether for these users and prevents them from viewing or updating Ticket history.		#'''History Notes'''<br>Selecting this option allows customer Web users to see the History tab and to view all of their existing Ticket history or add to it.<br>Deselecting this option hides the History tab altogether for these users and prevents them from viewing or updating Ticket history.
	#'''Contract Status'''<br>Selecting this option will allow customer Web users to see the contracts tab and view all of their existing contracts.<br>Deselecting this option will hide the contracts tab altogether for these users and they will not be able to view their contracts and terms.		#'''Contract Status'''<br>Selecting this option will allow customer Web users to see the contracts tab and view all of their existing contracts.<br>Deselecting this option will hide the contracts tab altogether for these users and they will not be able to view their contracts and terms.
	#'''View public email messages under Tickets'''<br>In this section you can define whether the customer Web user can view email messages filed under the Ticket. Note that only emails marked as Public in the email properties will be available to customers via the Web Interface.<br>You can also find more details on the public flag for email messages under Tickets in the [[Ticket Management]] user guide under [[Ticket_Management#Email_Public_Flag\|Email Public Flag section]].		#'''View public email messages under Tickets'''<br>In this section you can define whether the customer Web user can view email messages filed under the Ticket. Note that only emails marked as Public in the email properties will be available to customers via the Web Interface.<br>You can also find more details on the public flag for email messages under Tickets in the [[Ticket Management]] user guide under [[Ticket_Management#Email_Public_Flag\|Email Public Flag section]].
	# '''Download public Document files linked to their account''' <br>In this section you can define whether the customer Web user can download and view documents linked to their account. Note that only documents marked as Public in the document properties will be available to customers via the Web interface. <br>You can also find more details on setting up the Web Interface for files download in [[Web_Interface#Document_Download_and_Upload_Settings\|Document Download Settings]].		# '''Download public Document files linked to their account''' <br>In this section you can define whether the customer Web user can download and view documents linked to their account. Note that only documents marked as Public in the document properties will be available to customers via the Web interface. <br>You can also find more details on setting up the Web Interface for files download in [[Web_Interface#Document_Download_and_Upload_Settings\|Document Download Settings]].
			# '''Upload files''' <br> This option allows you to define whether the customer can upload files to their Tickets.
	# '''Public Knowledge Base Articles and Download Linked Files'''<br>In this section, you can define whether customer Web users can view Knowledge Base articles. You can also further define whether the user can download files linked to these articles. Note that only articles marked as Public will be available to customers via the Web interface. For more details on articles privileges, see the Knowledge Base Manual, [[Knowledge_Base#Security_and_Privileges\|Security and Privileges]] section.		# '''Public Knowledge Base Articles and Download Linked Files'''<br>In this section, you can define whether customer Web users can view Knowledge Base articles. You can also further define whether the user can download files linked to these articles. Note that only articles marked as Public will be available to customers via the Web interface. For more details on articles privileges, see the Knowledge Base Manual, [[Knowledge_Base#Security_and_Privileges\|Security and Privileges]] section.
	# '''Quotes''' <br>Enable customers to view Quotes online or also to accept a Quote through the Web Interface.		# '''Quotes''' <br>Enable customers to view Quotes online or also to accept a Quote through the Web Interface.