Team-Specific Manager
planned
William Fogelsanger
The manager of a team needs access to the insights for their assigned teams. The manager settings need a complete revamp because it gives companywide access to too much information, therefore we don't use the setting currently.
There needs to be different levels of manager access, depending on the organization.
Department level managers need access to their department's tickets, team members, and insights.
Store level managers need access to their store's tickets, team members, and insights.
Corporate level managers need access to their companywide departments' tickets, team members, and insights.
Only admins should have access to all tickets, team members, and insights, as well as team settings. Managers should not have access to team settings because the admins need to have control in order to keep consistency among team settings for the organization. Managers should be able to add/remove team members from ring schedules within their department, but they should not be able to change any other ring schedule settings. Ring schedules should be set up at the admin level.
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Dan Johnson
marked this post as
planned
J
Jason Keys
Very much needed so department managers / team managers can only manage their call schedule, not globally!
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Randy
Agree with other comments on the need for additional permission levels between Advisor and Manager.
Chris Horob
Need a higher permission level to upload contact lists into EC. We have had several examples where advisors bulk upload and overwrite/erase existing customer information in error.
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Will Hill
"Technician" - Can only view/see ticket activity in tickets assigned to them. Not all their teams tickets. Can not change the ring schedule on the App
Thanks
M
Meghan Fisher
Merged in a post:
Customizable permission by user
L
Lynne Morton
We need the ability for more permission level access other than advisor or manager.
This would allow Admins to choose you can delete recordings, access the payment tab, etc.
B
Brian Butchbaker
What is the status of this feature request? I have parts and service managers wanting to utilize the broadcast feature, but we do not want to open them up as a manager for the entire organization.
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Terry Burchill
This needs to be more than team specific as some have stated. Needs to be team and function specific. Ideally, there would be a menu of access items you could choose from by advisor. That gets cumbersome and tough to manage for adding and subtracting advisors in large quantities, so the ability to build standard profiles to apply to user groups would solve that problem. You would primarily use those standard profiles (that we would create) and make changes for those with unique access needs. Selection of applicable teams would happen as a second step. Choose the access levels and then choose the applicable teams.
M
Meghan Fisher
Merged in a post:
Granular Permissions:
D
Devin Rotger
We need more detailed permission settings. Assigning a user as a team manager should not automatically grant them full administrative rights. Better role differentiation and controlled access would enhance security and functionality within EC.
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