BumpaRoy Posted May 10, 2013 Share Posted May 10, 2013 I want to allow staff to only see tickets from certain clients. Can this be done? 0 Quote Link to comment Share on other sites More sharing options...
0 Alex - Arvixe Posted June 7, 2013 Share Posted June 7, 2013 I don't think this can be done though maybe a custom module could do this for you? Try contacting ModulesGarden or HostTheBest for quotes. Maybe a little adjustment to client groups / support departments could achieve this. 0 Quote Link to comment Share on other sites More sharing options...
0 Iniz Posted June 8, 2013 Share Posted June 8, 2013 It cannot be done in WHMCS, you will have to get one custom made as Alex said and it might have to be quite advanced to. I know you can set clients in specific "groups" 0 Quote Link to comment Share on other sites More sharing options...
0 altomarketing Posted June 8, 2013 Share Posted June 8, 2013 I want to allow staff to only see tickets from certain clients. Can this be done? I have developed a similar module, based on customer groups. I meant, a VIP group, a bulk group, and (no group) , and you can assign your staff to a each group tickets. That is what you need ? 0 Quote Link to comment Share on other sites More sharing options...
0 othellotech Posted June 9, 2013 Share Posted June 9, 2013 You cant stop them seeing the ticket in the list of tickets, but you could edit the .tpl for the ticket view/reply admin side and add additional checks in there to limit it per admin 0 Quote Link to comment Share on other sites More sharing options...
0 JorgeSuperame Posted July 31, 2013 Share Posted July 31, 2013 This would be a nice option to add. I'm just setting up everything up and I don't like the idea of sales rep. being able to see all my clients. 0 Quote Link to comment Share on other sites More sharing options...
0 Alex - Arvixe Posted July 31, 2013 Share Posted July 31, 2013 This would be a nice option to add. I'm just setting up everything up and I don't like the idea of sales rep. being able to see all my clients. You can easily remove the permission for a sales rep to not be able to see your clients (and have the ability to respond to sales tickets). Go to Setup -> Staff Management -> Administrator Roles -> Select a usergroup and adjust its permissions accordingly. 0 Quote Link to comment Share on other sites More sharing options...
0 sol2010 Posted August 24, 2013 Share Posted August 24, 2013 I would love this feature to restrict support staff to certain clients or client groups? There is nothing around that does this currently, and I'm sure demand would be high! How it would work: 1) assign existing clients to a specific new client group - e.g. "Tom's Accounts" (as currently possible in WHMCS) 2) create new administrator e.g. Tom (as currently possible in WHMCS) 3) assign (restrict) administrator Tom to the specific client group "Tom's Accounts" (new) Therefore, administrator (Tom) can only "see" his assigned client group. Additional specific permissions for Tom would still be set as normal in the administrator permissions section (that way giving maximum control over what Tom can actually do). This would mean Tom could not see any of the other clients, or receive tickets etc from other client groups. What do you think? I did find this feature request: https://requests.whmcs.com/responses/ability-to-assign-specific-administrators-to-have-access-to-specific-clients-only 0 Quote Link to comment Share on other sites More sharing options...
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BumpaRoy
I want to allow staff to only see tickets from certain clients. Can this be done?
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