Filter Profiles
In this guide we will cover: – Filter Profiles – Configuring Filter Profiles (For Configuring Sales ticket filter profiles go to Configuration > Sales > Views) – Specifying Filter Criteria – Show Tickets which have not yet been reviewed for Billing Associated Admin Guides: Views Billing General Settings Filter Profiles Filter Profiles are ways to […]
Article Restrictions
In this guide we will cover: – Restrict FAQ List by User Role – Restricting access to individual articles – Viewing article access – Remove the agents ability to edit articles – Publishing Articles Using Unique Links Restrict FAQ List by User Role FAQ lists can be restricted based on different user roles. The default […]
Providing Access to your Knowledge Base
In this guide we will cover: – Setting Article access in the portal – Setting Article Owners Associated Admin Guides: Knowledge Base Self Service Portal Setting Article access in the portal To allow access to the portal to log tickets, service requests, view service statuses, view knowledge base articles and approve/reject requests without requiring authentication, […]
