To ensure employees can effectively perform their job responsibilities, it is essential to configure user roles with appropriate access to the features and menus in the system. This article explores permissions that can be granted within the Desk module, which is designed to manage various cases that may arise within the company.
Access to Roles and permissions configuration
Access to Roles and permissions configuration
In the Settings > Security > Roles & permissions section, you can edit the permissions for default roles or create custom roles for different purposes.
For more details, check Setting up roles in the system.
Setting up Desk permissions
Setting up Desk permissions
For All employees, Managers, Team leads, and your custom roles, you can grant permissions to perform various actions at the company level. To do this, you must go to the Company > Desk section while editing or creating a role and select the options you wish to be available for that role.
You can grant manage cases permission to provide user access to the Cases tab with all employee cases, requests, issues and complaints. The user can edit case parameters such as assignee, status, category, and priority, add new cases and delete ones.
In the Settings section, you can provide access to a specific section of PeopleForce Desk settings for users to customize the platform.
Access may be granted to either the Safe Speak section, the Case categories section, or both.
