Assign Roles to Employees or Users

This article applies to recent versions of SmarterTrack. View articles for SmarterTrack 12.x and earlier.

Every SmarterTrack User and every Employee is assigned a Role, which defines permissions and dictates which features the User and Employee have access to. By default, SmarterTrack has several predefined Roles for both Users and Employees. In addition, System Administrators can create custom Roles that further define a User's ability to view reports, delete tickets, create knowledge base articles, etc. NOTE: For information on creating custom roles, and editing existing Roles, please refer to the KB article Create Roles.

Follow these steps to assign a role to an Employee:

  1. Log into the SmarterTrack Management Interface as a System Administrator.
  2. Click on the Settings icon.
  3. Under the Manage header, click on Employees. Then find the Employee you want to add the role to. If you have a lot of Employees, you can use the Search area to find the specific Employee.
  4. Click on the Employee's name and their information will load in the content pane. (Alternatively, you can double click on the Employee and open their info in a pop out window.)
  5. Click on the Roles tab. The Roles currently available will be displayed. Many will have checkmarks next to them. 
  6. Check the Roles that you wish to enable for the Employee.
  7. Once you've finished selecting the Roles, click the Save button.

Follow these steps to assign a role to a User:

  1. Log into the SmarterTrack Management Interface as a System Administrator.
  2. Click on the Users / Organizations icon.
  3. Under the Users header, click on an pre-defined Role. A good rule of thumb is to select the Everyone Role as all Users are assigned that specific Role. Then find the User you want to add the role to. If you have a lot of Users, you can use the Search area to find the specific User.
  4. Click on the User's name and their information will load in the content pane. To edit the user, click the Edit button. (Alternatively, you can double click on the User and open their info in a pop out window.)
  5. Click on the Roles tab. The Roles currently available will be displayed. Many will have checkmarks next to them. 
  6. Check the Roles that you wish to enable for the User.
  7. Once you've finished selecting the Roles, click the Save button.

 

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