[RESOLVED] Allow agent access to modify customer information

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mjunek
Znuny newbie
Posts: 7
Joined: 13 Mar 2012, 23:40
Znuny Version: 31102
Real Name: Michael Junek
Company: Veridian Solutions

[RESOLVED] Allow agent access to modify customer information

Post by mjunek »

Hi all,

I'm looking for a way for a 'power user' to be able to access administration functions to modify customer information only.
The scenario is that we have a couple of custom fields on the customer which provide information to our agents when speaking on the phone. Our Sales team need to be able to update this information, but not have full administrative access to the entire OTRS system.

Is there a way, using Roles, to configure:
- No access to create new tickets
- Ability to add notes to tickets
- Ability to run reports/statistics
- Ability to update / create new customers

I've got everything sorted except for the last point.

Any assistance would be greatly appreciated.

Kind regards,
Michael Junek
Last edited by mjunek on 28 Apr 2012, 00:45, edited 1 time in total.
OTRS 3.1.4 on CentOS 6.2 x64, Apache 2.2.15, MySQL 5.1.52
yuri0001
Znuny superhero
Posts: 630
Joined: 17 Mar 2011, 14:40
Znuny Version: 5.0.6
Real Name: Yuri Kolesnikov
Location: Russia

Re: Allow agent access to modify customer information only

Post by yuri0001 »

Hi!
You need to configure in SysConfig ->Framework->Edit Config Settings in Framework -> Frontend::Agent::ModuleRegistration & Edit Config Settings in Ticket -> Frontend::Agent::ModuleRegistration.
There you can specify the groups of agents who can do needed actions.
Best regards Yuri Kolesnikov
OTRS 5.0.14, ITSM 5.0.14
SUSE 13.2, MariaDB 10.0.22(productive)
OTRS 5.0.14, ITSM 5.0.14(test)
mjunek
Znuny newbie
Posts: 7
Joined: 13 Mar 2012, 23:40
Znuny Version: 31102
Real Name: Michael Junek
Company: Veridian Solutions

Re: Allow agent access to modify customer information only

Post by mjunek »

Hi Yuri,

Perfect - all those ModuleRegistration options seem very powerful and I was able to do exactly what I wanted.
Many thanks for your prompt and accurate reply!

Michael
OTRS 3.1.4 on CentOS 6.2 x64, Apache 2.2.15, MySQL 5.1.52
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