[SOLVED]Agents for Customer management

[ptay]

Anyone know a way that Agents can be restricted to Customer management tab while not having Admin tab?

[jojo]

give them permission on the users group

[ptay]

give them permission on the users group

Thanks jojo. I gave the Agents all permissions on the Default users group (users) in Admin > Agents <-> Groups. The Agent doesn't get the tab Customers across the top menu. Is there something else I need to do?

[crythias]

Re: that last bit... I added a new agent and *only* gave rw access to the agent. His login gives dashboard, tickets, and customers in the top.
*IF* the module registration is set for some other group it could affect what the agent sees, but rw might have been the key.

[ptay]

Re: that last bit... I added a new agent and *only* gave rw access to the agent. His login gives dashboard, tickets, and customers in the top.
*IF* the module registration is set for some other group it could affect what the agent sees, but rw might have been the key.

I don't recall every changing anything with module registration. I created a test agent and gave them rw permission only to one customerA group (same group users are in) which is assigned to one queue. When I go back into groups I see that by giving user rw it defaults to all other options as well which is expected.

When I log in with test agent with rw permission the agent has Dashboard & Tickets only.

What would I do to change module registration?

[crythias]

You need to give permission for the agent explicitly to the group labeled "users", not the group that the users are a part of otherwise.

[ptay]

You need to give permission for the agent explicitly to the group labeled "users", not the group that the users are a part of otherwise.

Originally, I renamed users to serviceA users. Then assigned serviceA users to multiple queues. Based on your suggestion, I renamed serviceA users back to be users, removed users from queue assignments, set up new group/role for service A users & assigned to queues.

Now Agent is rw on users and has tab for Customers.

Thanks