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Setting Up Supervisor/Supervisee Structure in Contacts for ticket view

  • April 18, 2021
  • 1 reply
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MattMoffat
Apprentice

Does anyone know if there is a way to make it so the supervisors of my contacts can see their supervisee’s tickets? We don’t really want/need these supervisors to have any agent access, they just want to be able to have access to verify that their supervisees are submitting tickets. Thoughts? Feelings? Impressions?

Best answer by Keer

Hi @MattMoffat, we do have an option by which you can allow a contact to view all tickets raised by other contacts who belong to the same company. One workaround here would be to add both the supervisor and supervisees under one company, say, S and allow the supervisor to view all tickets raised by his team. 

Please click on the 'Edit' option against the contact that has to have this option enabled and click on the ticket icon next to the company field. Enabling this would allow the contact to view all tickets from that company.

 

Allowing contact to view all this company’s tickets 

 

Let’s say, contact A, B, C, D and supervisor S1 is added under company S. If you click on edit and allow supervisor S1 to view all tickets raised by the contacts of the company, in their customer portal, they would be able to check the status of all tickets. 

 

They can use the drowpdown to view tickets raised by individual contacts as well. 

I hope this helps. If you have any further queries, please feel free to post them here and we’d be glad to help as always!

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Keer
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  • April 19, 2021

Hi @MattMoffat, we do have an option by which you can allow a contact to view all tickets raised by other contacts who belong to the same company. One workaround here would be to add both the supervisor and supervisees under one company, say, S and allow the supervisor to view all tickets raised by his team. 

Please click on the 'Edit' option against the contact that has to have this option enabled and click on the ticket icon next to the company field. Enabling this would allow the contact to view all tickets from that company.

 

Allowing contact to view all this company’s tickets 

 

Let’s say, contact A, B, C, D and supervisor S1 is added under company S. If you click on edit and allow supervisor S1 to view all tickets raised by the contacts of the company, in their customer portal, they would be able to check the status of all tickets. 

 

They can use the drowpdown to view tickets raised by individual contacts as well. 

I hope this helps. If you have any further queries, please feel free to post them here and we’d be glad to help as always!


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