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onboarding:ticketer:user_management_in_the_ticketer
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| onboarding:ticketer:user_management_in_the_ticketer [2017/02/21 12:41] – adowling | onboarding:ticketer:user_management_in_the_ticketer [2021/06/25 10:09] (current) – external edit 127.0.0.1 | ||
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| + | ====== User Management in the Ticketer ====== | ||
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| + | In order to create a user in the Ticketer application you must have admin privileges. The user management area is located under Admin Options as demonstrated below: | ||
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| + | There are various options available from this menu which will now be discussed. These are as follows: | ||
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| + | * Creating a User | ||
| + | * Managing Existing Users | ||
| + | * Roles | ||
| + | * Groups **(Not used currently, will not be discussed)** | ||
| + | * Owner Migration Tool | ||
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| + | ==== Creating a User ==== | ||
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| + | A user can be created from the Create user section in the admin options. | ||
| + | When you enter this page you will be presented with the following view: | ||
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| + | From here you fill out all of the required fields highlighted in bold. You must also ensure that active is checked in order to login with this user. | ||
| + | There are section to apply various roles and visibilities which will be discussed in further detail in the Roles section. A user can also be assigned visibility levels which will control which markets they see within the application. This controls areas such as market selection during ticket creation and search results. | ||
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| + | Any queries assigned to a user can also be configured here. These will display ticket results on their homepage when they login if set through the HomePage Queries section. The queries can be helpful to users who want to keep track of specific ticket activity. | ||
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| + | Once you are happy with the input click Save and continue to save that user or clear form to clear the details entered in the above form, | ||
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| + | ==== Managing Existing Users ==== | ||
| + | In order to manage existing users click Users. This will display the list of users created in the Ticketer application. This screen is very similar to the create user screen with all of the same options avaible, which can be edited at runtime. | ||
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| + | ==== Roles ==== | ||
| + | Roles can be added to a user from the Roles selection. These control certain aspects of access to functionality within the application. For example the role Ticket creator gives the user access to the Create Ticket view. | ||
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| + | Queries can also be linked to specific roles using this page. | ||
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| + | ==== Owner Migration Tool ==== | ||
| + | The owner Migration tool is to transfer both ticket and contact responsibility ownership between users. The following summary is provided on the tool homepage: | ||
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| + | To transfer ownership first select the responsibility type and and the user to transfer the responsibility to from the dropdowns. Also check whether you want to include the changing of ticket ownerships in the transfer for currently unassigned hubs. | ||
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| + | Next drag the hubs to migrate ownership on from the left panel into the right panel and then lick migrate to complete owner migration as shown below: | ||
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| + | ==== Self Assessment ==== | ||
| + | * Create a user in the Ticketer application and assign them some roles. Use a qa environment when performing these tasks. | ||
| + | * Log in as this user and notice the functionality available to them based on the roles that were assigned. | ||
| + | * Migrate the ownership of a hub to your test user. | ||
| + | * In the Ticketer find a ticket for this hub. Make some changes on that ticket which trigger owner population of that user and notice that this user receives emails regarding updates to this ticket. | ||
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