IPK Management Security Roles
An IPK Management security role covers permissions for calls and related entities. It also includes permissions for Call screen sets, IPK groups, IPK statuses, IPK streams, and forms.
Before you start
You must have Security Roles setup selected in the Admin tab of your own General Access security role before you can assign or remove permissions for any security roles.
The pre-defined role All typically has all role options selected. However, some of the options are not selected by default and you should explore the permissions set before assigning the role.
Select the Menu button, then Admin, then select System Administration.
The System Administration window appears.
In the Explorer pane, expand Security Roles, then select IPK Management. All existing IPK Management security roles are displayed.
The permissions for IPK Management security roles are available on several tabs. Select the appropriate one for your needs:
Options
to set basic security rights
Groups
to link groups to the security role and set the default group
IPK Statuses
to choose the IPK statuses to which the role has access
This tab is when your system has IPK Status and Streams selected on the IPK Settings window
IPK Streams
to choose the IPK streams to which the role has access
This tab is when your system has IPK Status and Streams selected on the IPK Settings window
Forms
to assign access levels to various forms, if they have been created
Quick Launch
to assign access to quick launch applications the role can access when actioning requests and tasks.
This tab is only enabled when the Quick Launch functionality is enabled globally in system settings
FWD Groups
To assign groups the specific role can assign tickets to.
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