How to manage staff roles in Service Desk

Click 'Admin Panel' > 'Staff' > 'Roles'

• Roles determine the permissions and access rights that staff members have within the Service Desk interface
   
• Service Desk inherits three roles from ITarian:
   
  • Account Administrator
     
  • Administrator
     
  • Technician
     
• 'Account Administrator' and 'Administrator' cannot be deleted, but you can modify them. These roles initially have access to all areas and full control over all departments.
   
• You can also create custom-named roles with different permissions.
   
• New staff added to ITarian are added to Service Desk with the same role.
   
• Admins can move staff to another role in the 'Staff Members' interface (‘Admin Panel’ > ‘Staff’ > ‘Staff Members’ > click on a staff member’s name).
   
  • See this wiki if you need help to do this. 
     
• This article explains how to create and manage custom roles in Service Desk

Use the following links to jump to the area you need help with:

• Open the roles interface
   
• Create a new role
   
• Edit a role
   
• Remove roles

Open the roles interface

• Login to ITarian
   
• Click 'Applications' > 'Service Desk'
   
• Open the admin panel (see the last link on the left)
   
• Click 'Staff' > 'Roles':

Role Name: The role label.

Status: Enable or disable the role.

• Staff members with a disabled role cannot log in to Service Desk.
   
• Click the role name to activate/deactivate the role.

Members: The number of staff members assigned to the role.

• Click the number to view the member list.

Departments: The number of departments that can be accessed by role members.

Created On: The date and time at which the role was created.

Last Updated: The date and time the role was last modified.

Create a new role

• Open the admin panel (see the last link on the left)
   
• Click 'Staff' > 'Roles'
   
• Click 'Add New Role' at the top:

From top-to-bottom, role permissions are split into three main groups:

• Group permissions - which areas of the staff and admin panels are visible to role members.
   
• Functional permissions - what actions role members can or cannot do.
   
• Department access - which departments role members are allowed to access.

The ' Add New Role' screen contains the following fields and options:

Role Information

• Name: Enter a descriptive label for the role.
   
• Status: Select whether the role is active or disabled. If disabled, role members cannot log in to Service Desk and will not receive department alert & notices.

Group Permissions

• Group permissions let you set access rights to specific features and areas of Service Desk. You can set different permissions for both the admin and staff panels.
   
• Disabled features will not be visible to staff who have this role.
   
• The area directly underneath lets you choose the functions that role members can perform:
   

Department Access

• Select which departments can be accessed by role members. These departments are added to the primary department to which the staff member belongs.

Admin Notes

•  Add remarks regarding the role for the reference of other admins.

Click the 'Create Role' button to save your new role.

Edit a role

• Open the admin panel (see the last link on the left)
   
• Click 'Staff' > 'Roles'
   
• Click on the role you want to edit.
   

The 'Update Role' interface lets you change the role name, enable/disable the rule and change role permissions. The interface is similar to the 'Add New Role' interface. See the explanation above for help to do this.

Remove roles

• You cannot delete roles inherited from ITarian, and you cannot delete roles that still have staff assigned to them.
   
• Remove all staff from a role before attempting to delete it.

Remove a role

• Open the admin panel (see the last link on the left)
   
• Click 'Staff' > 'Roles'
   
• Select the role you want to remove
   
• Click 'Delete':
   

• Click 'Yes, Do it!' to confirm the removal