Use the Business User tab to set access rights on request tickets for the client.

Service desk setting

  1. Navigate to Setup > Service Desk > Settings.
  2. Select the Business User tab.
  3. The following Property settings are mutually exclusive and work independently.
Creating Standard Reports

  • To grant a user permission to only view the list of tickets, set Give the read only access to the requests to ON. The user cannot open tickets to get more detailed information.

    Documentation Information Model
    • To grant a user permission to view ticket details, set Allow only update comment to the request to ON. With this permission, the user is restricted to being able to update the conversation, only.
    Documentation Information Model
  1. Click Update to apply the settings.

Access scope for service desk

  • Permission for access “All Requests”: The Business user can see other users created tickets in All Requests, and the user can manage permissions based on ticket types.

    For example, if the Business user has Incident Manage Permission, he can see incidents created by other users under the same Client/MSP. The same is for the remaining ticket types (Change Requests, Problem, Service Requests, Tasks, Time-Bound).

Creating Standard Reports
  • Permission for business users create his own ticket: For business users who want to create their own tickets, they must have the manage permissions, such as Incident Manage, Change, Request Manage, Problem Manage, Service Request Manage, Task Manage, and Time-Bound Request Manage.
Creating Standard Reports