Ticket access to a group
Question asked by Shannon Yates - 8/18/2026 at 11:27 AM
Answered
Our current scenario is that we are testing a product in development. There are three end users and one developer who will receive all of the tickets that the end users create. Is there a way to set up a scenario so that all four individuals can see the tickets so there is not a duplication of request?
Thank you,
Shannon Yates
 Help Desk
  Confidence, Trust, Leadership. Traditions since 1923
 
12487 Plaza Drive  |  Cleveland, Ohio  44130-1084
Derek Curtis Replied
Employee Post
As long as all four are set up as agents, and they are all part of the same Group set up within your Department, they should all see any ticket that comes in. Distribution method determines how those tickets are distributed: either automatically (via Round Robin) or agents can pull tickets individually (or cherry pick them). Tickets can only be "owned" by an individual agent, thought tickets can be transferred between agents, or an agent can take a ticket from another agent. 

This Help page may help explain this:

Company Organization: https://help.smartertools.com/SmarterTrack/Current/Topics/Concepts/CompanyOrg


Derek Curtis
CCO
SmarterTools Inc.
Shannon Yates Replied
Thank you for your response. When a ticket comes in all can see it in the group, I understand that. All four members are agents, once the ticket is assigned to an agent, can the other three remaining agents see that ticket or no because it is assigned specifically to another agent?
Thank you,
Shannon Yates
 Help Desk
  Confidence, Trust, Leadership. Traditions since 1923
 
12487 Plaza Drive  |  Cleveland, Ohio  44130-1084
Derek Curtis Replied
Employee Post Marked As Answer
Gotcha. Okay, sorry about that. So Agents only have access to their own tickets. For whatever reason I thought an Agent can see the tickets in the Department / Group they were part of. That's not the case. (It's me being an admin that got me down the wrong track, there.)

Only Employees with an "Manager" role can see all tickets. That could be for Departments/Groups they're part of and other Departments/Groups that share their tickets with other managers. (I.e., they have the "Allow managers outside of this Department to view its contents" setting enabled.)
Derek Curtis
CCO
SmarterTools Inc.
Shannon Yates Replied
Thank you for the information, it is much appreciated.
Thank you,
Shannon Yates
 Help Desk
  Confidence, Trust, Leadership. Traditions since 1923
 
12487 Plaza Drive  |  Cleveland, Ohio  44130-1084

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