Skip to main content
Solved

Is there a way to give Staff Users permission to filter their Dashboard by location?

  • August 10, 2022
  • 4 replies
  • 119 views

Forum|alt.badge.img+4

The staff users, which comprise the bulk of our users, don’t have permission to customize their dashboard and filter it by location. The filters that are there are zero help. Am I missing something in permissions that would allow them to filter it by location? 

Best answer by Kathryn Carter

@Amy.York For the Staff Role, the permission settings would not affect the staff role because they are only allowed to see the tickets they have submitted, no one else's.  The staff role should only be able to see on their dashboard their own tickets they have turned in. 

4 replies

Kathryn Carter
Forum|alt.badge.img+18
  • Community Manager
  • August 12, 2022

Hi @Amy.York Yes, the permissions can affect what the staff role sees. Currently the Global Permissions are set for people to see all tickets at all locations. You could change the permissions if you wanted to so they could only see the tickets at their school, however it would require a new permission set for each location. It would add more to your workload on the back end. 

Within the dashboard, you can give them permission to add a custom view to the dashboard. That would allow them to create a view for their location. 

I hope this helps! 


Kathryn Carter
Forum|alt.badge.img+18
  • Community Manager
  • August 19, 2022

@Amy.York Hi, I just wanted to check in to see how this is going! Did this suggestion work for your staff? If you were working for your agents, this fix would be have worked. If you were referring to your staff, this solution would not have worked. Which were you referring to? 


Forum|alt.badge.img+4
  • Author
  • Observer
  • August 19, 2022

I was asking about the Staff Role. I have decided to put it on the back burner for now. Too many other things going on for beginning of the school year. Thanks for checking in!

 


Kathryn Carter
Forum|alt.badge.img+18
  • Community Manager
  • Answer
  • August 19, 2022

@Amy.York For the Staff Role, the permission settings would not affect the staff role because they are only allowed to see the tickets they have submitted, no one else's.  The staff role should only be able to see on their dashboard their own tickets they have turned in.