Default user role permissions


When the basic user roles are created during installation, certain permissions are assigned by default. The System Administrator role has all permissions and can create, modify, and delete all other user roles. You can copy this role to create customized System Administrator roles for your system. However, the default System Administrator role cannot be deleted if it is the only entry with system administrator permissions.

This section includes the following topics:

System-level defaults

System-level default permissions are described in the following table:

Role

Permissions

Manager (Agent)

  • Access Calendar, Chat, Web Services (Mobile).
  • Access Service Analytics and view, create, edit, print, export, and schedule reports.

Agent

  • Access Calendar, Chat, Web Services (Mobile).
  • Access Service Analytics and view, print, and export reports, and create shared reports.

Customer

  • Use Chat to contact Agents.
  • Can edit saved searches they create.

Guest

  • Use Chat to contact Agents.

Container-level defaults

One set of the container-level user roles is created during installation. Each time an Administrator creates a container, a new set of these roles is created with the same permissions but with access only to the new container. You can configure the container roles to better suit your working environment.

Tip

The Container-level default permissions table includes the ContainerRole, and Permissions columns. If you cannot view all the columns, use the scroll bar at the bottom of the table. Alternatively, click the fullscreen.gif icon on the top-right corner of the page to open it in the fullscreen mode.

To search in the table, perform any of the following actions:

  • Select an option from the Container list to filter the table by a specific container such as Address book or Workspace.
  • Select an option from the Role list to filter the table by a specific Role such as Administrator or Manager.
  • Type a character string in the Permissions text box to filter the table by a specific permission.

Container-level default permissions are described in the following table:

Related topics

Administrator-permissions

Agent-permissions

Customer-permissions

Manager-permissions

User-management

 

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