HaloCRM Guides

Access Control

In HaloCRM non-administrator agents can be given access to specific entities in the configuration area, through the use of access control. These include:

Ticket Types
Ticket Actions
Field Groups
Scheduled Tickets
Macros
Ticket Rules
Workflows
Custom Objects

For example, to grant access to a specific ticket type, go to Configuration>Forms>Ticket Types and select a ticket type. At the top of the screen there is an ‘Access Control’ button. If you select it and press ‘Add’ you will be presented with the option to grant access to a particular agent, role, team or department.

You can then select whether they have ‘Read and Modify’ or ‘Owner’ access to a ticket. With ‘Owner’ level access the agents will have the ability to delete the ticket type and grant other people access control.