Custom Roles - See only specific affectations

Custom Roles - See only specific affectations


Introduction

This article aim to describe how to create custom roles to see specific affectations.

Creating role

Create a new role. In this example, it is named "Reporter_Custom"
  1. In NCS Admin, go to HR -> Roles
  2. Create a new role
  3. Save

The option "Do not allowed means denied" is not checked in this example. If you check it, you will need to authorize each and every object that the user sees instead of using inheritance.

You can play with it based on your needs.


Adding members

Go to the Members tab and select the members attached to this role. This can also be done later.

Adding the teams

Go Teams module
  1. Select the team that need to be attached to this role.
  2. Click on "Rights" Tab
  3. Click on the new role (Reporter_Custom)
  4. Check the box "Open" for Reporting
  5. Save


Adding the campaigns/activities.

In this example, the campaign is being added and activities will be visible as they are child elements of the campaign. You could also do that on specific activities if you do not want the role to see all activities in the campaign.

Go Campaigns module
  1. Select the campaign that need to be attached to this role.
  2. Click on "Rights" Tab
  3. Click on the new role (Reporter_Custom)
  4. Check the box "Open" for Reporting
  5. Save



You can now log in to Reporting module using the login of the member selected in (Adding members). You will see only agents in the selected team, same for activities.

Depending on what you want to see, you may need to do those steps for other objects like queues etc..

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