What it Does:
Create a User account that can only specifically view a single customer’s information.
What it Doesn't Do:
The feature restricts the User to only 1 customer view. Single Customer Users cannot be changed into full permission users and will need to removed and re-added with full customer permissions.
To learn more about Security Groups, head here.
Table of Contents:
Please note: Single Customer Permissions users are billed as regular users on your account.
To get started, head to Admin > Users > New User.
Next, configure the User details as you see fit and at the bottom of the page there is a section called Security Permissions. Check the box for “Put in a Customer-Specific Security Group” and then search for the customer you want to grant access to.
Once you select a customer, you will notice that a Security Group is generated and selected in the drop down above the customer.
Important Note: Currently you cannot select multiple customers in the drop down. This feature only works with a single customer per tech account.
When you add a new User and attach a customer, a Security Group is automatically created as we mention above. You can make granular changes to the Security Permissions by heading to Admin > Security Groups.
Simply locate the Security Group and click Edit on the right to view all of the Customer specific permissions.
Here are all of the currently available options!
Assets - Create
Assets - Delete
Assets - Edit
Assets - List/Search
Assets - View Details
Customers - Edit
Customers - List/Search
Customers - View Detail
RMM Alerts - Clear/Manage
RMM Alerts - Delete
RMM Alerts - List
Scripts - Execute
Scripts - List
Syncro-Live - unattended
Ticket Comments - Delete
Ticket Comments - Delete 'Their Comments' (they created)
Ticket Comments - New
Tickets - Create
Tickets - Delete
Tickets - Edit
Tickets - List/Search
Tickets - Merge
Tickets - Use Ticket Charges
Tickets - View 'Their Ticket' Details (assigned to them)
Tickets - View Details
Key Words: Per Customer Permissions, Single Customer Permissions, Customer Permissions