At first i thought i could use the category to list my client name and only allow each user account access to their own category, this didn't work as expected
How can i setup an account for each company and only allow the user to see his company tickets ?
Multiple company
Moderator: mkoch227
Re: Multiple company
What I did so far was make either a dummy (non-admin) user for a company or their technical contact and then assign all tickets to this user. When I set this user up, I limited them to only seeing tickets that are assigned to them and took away most (all?) admin rights. See the user setup screen.
You, or your staff, can still make replies and notes on these tickets. Whoever is the database admin(s) can assign new tickets to this user. I know it could be time consuming but it works.
I should add that I use categories for things like Server/PC/Printers/etc. and have custom fields for Company and contact phone number. Submitter and email address are part of the stock Hesk install. If you create tickets in-house for this outside user, I would use their email address so they get copies of replies as the job progresses.
The registration functions on the wishlist are to correct this but this is a major logic change to the program so I wouldn't hold my breath. To me, there are more important improvements that could be done first such as time keeping, more/better formatting to reports and more reporting capabilities.
The more I use the program, the more I am liking it.
You, or your staff, can still make replies and notes on these tickets. Whoever is the database admin(s) can assign new tickets to this user. I know it could be time consuming but it works.
I should add that I use categories for things like Server/PC/Printers/etc. and have custom fields for Company and contact phone number. Submitter and email address are part of the stock Hesk install. If you create tickets in-house for this outside user, I would use their email address so they get copies of replies as the job progresses.
The registration functions on the wishlist are to correct this but this is a major logic change to the program so I wouldn't hold my breath. To me, there are more important improvements that could be done first such as time keeping, more/better formatting to reports and more reporting capabilities.
The more I use the program, the more I am liking it.
Re: Multiple company
^ thats a workaround indeed, but far too time consuming to be effective. I think the new version will have the multi client functionality, i'll wait for that before using this software
thanks for sharing !
thanks for sharing !