Share Views to Non-Agents

@Aviator08 Thank you for submitting your question into our Community.

Unfortunately, you cannot share custom views with any role beside Agent/Admin. You could have your campus secretary in a “limited agent” permissions. This would mean her role is an agent but she does not have the permissions to do anything the agents can do besides what you need them to. I have seen this where people have been allowing their front office people to check out spares for students who forget theirs during the day.

Let me know if you have any more question on this 😄​​

has this been requested as a feature by chance? We have some principals that like to have a list of what devices their staff has been issued and being able to share a view would be much easier than exporting and sharing a spreadsheet we have to update

Can you explain how to remove permissions from someone who is an agent to accomplish this?

@Robert Cebula Have you switched over to the new Enhanced Permissions yet? You will be able to do this with ease. 

Yes, we do have the enhanced permissions and I was able to figure out how to do it.  Instead of assigning the agent policy by role as we did in the past, I assigned it to individual agents/users (who we wanted to have the full agent permissions).  Then I made a copy of that agent policy, customized it so that only those permissions needed to hand out loaners were granted, and assigned that to our media center/secretary users indivudally .

@Robert Cebula Thank you for sharing and I am glad it is working for you now! 😄

This is a repeated issue in IncidentIQ, throughout the software, reflecting a mindset that is not really aligned with most school districts’ needs. IIQ’s lack of flexibilty in coding/settings re: non-agent access. This is STILL a problem for us. I want my registrars/admin assistants in each of our schools to be able to: look up a student to get the tag# of their assigned device and see any charges they owe. Also be able to type in a tag# is Asset Explorer to see whose lost Chromebook has magically appeared in their office. In this case, I want to share my custom view with the High School registrar showing which students owe more than X $$ so that they can address that outstanding fee if the student is withdrawing. I don’t want to make her an Agent, I don’t want to create a limited access Agent. IncidentIQ should create an Elevated Access User for these purposes. In our previous Inventory system, I was able to easily create several levels of ccess for non-OT agents. The basic one was a View Only lookup- for Registrars and Admins. Please, please make this happen. Why are we now able to assign tickets to non-agents, which no one wants, but unable to give non-agents limited View Access to inventory? We’ve been waiting for this to be addressed since we started using IIQ, which was years ago at this point. Disappointing.

@BFB 

You are able to share these custom view with “teams” and any role can be associated to a team. So I would suggest on creating a team for your registrars/admin assistants and share those custom views with those users. BUT you will have to give them access to User Explorer to be able to access those views. When you give them access to user explorer in the permission policy, you can add the location filter so they can only see users at their specific location.