Find the desired product help

Step 2 - Create New User Roles (optional)

 

  • Click 'Admin Panel' > 'Staff' > 'Roles'
  • Roles determine the permissions and access rights that staff members have within the Service Desk interface.
  • Click 'Admin Panel' > 'Staff' > 'Roles'
  • Roles determine the access rights of staff members and administrators in Service Desk.
  • You can add new roles and change the role of a staff member at any time, so you may skip this step for now if required.
  • However, before adding new support staff members, you may wish to create custom roles for them.
  • By default, service desk inherits three roles from ITarian:
  • Account Administrator
  • Administrator
  • Technician
  • Staff members added through ITarian are imported into Service Desk with the role assigned to them in ITarian. You can change this role as required.
  • You can assign one of the default 'Administrator' or 'Technician' roles to your new Service Desk staff.
  • You can also create custom named roles with different permissions:
Create a new role
  • Open the admin panel (see the last link on the left)
  • Click 'Staff' > 'Roles'
  • Click 'Add New Role' at the top:


  • Enter the name for your new role and specify the permissions that should apply to its members in the 'Admin Panel' and 'Staff Panel' tabs.
  • Select the permissions and privileges that can be given to the members assigned with the role.
  • The 'Department Access' section allows you choose which departments can be accessed by members with this role.
  • Add admin notes if required then click 'Create Role' to add your new role.
  • The new role is listed in the 'User Role' interface and can be applied to new staff members at any time.