Configuring support company access to create tickets
Use this feature to set up one company as a support company for another company. This feature enables members of the support company to create tickets for customers in the other company.
In this topic, Vendorco is a support company for Calbro. Support staff at Vendorco can create tickets for customers at Calbro. Vendorco support staff cannot, however, create tickets for customers in ABC Corp.
To configure support company access to create tickets
From the Custom Configuration tab of the Application Administration Console, select Foundation > People > Support Company Access Configuration, and then click Open.
If you are not sure whether the mapping exists, you can search for it. In the Company field, select the company that is being supported and click Search.
- If the mapping you need does not exist, click Create.
- In the Add Support Company dialog box, in the Company field, select the company being supported.
For example, select Calbro.
- In the Support Company field, select the company that is providing support.
For example, select Vendorco.
- Click Save.
To update permissions on current People records for the support company, select the same customer company from the list next to the Update button, and then click Update.
For example, select Calbro in the Company field, and then click Update.
You must perform this step to activate these settings for current people records.
The People records are updated with the company access permissions. When you create new people for the support company, this company access permission is automatically created. For example, if you create William Wenda as a member of Vendorco, the support company access is set for William.