Adding a New Role
Overview:
This function allows you to add new roles into the HelpSTAR System via the new role form. Roles can be a single privilege or a set of privileges that can be assigned to a Privileged User in HelpSTAR. Once this role is created, it can be applied to specific users or a team.
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Role Details
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Name – Enter a title for this specific role set
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Description – This optional field allows you to add an overview of who this role should be applied to.
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Roles List
For this role, a list of privileges will be available that can be applied to a user in HelpSTAR. To grant access for this specific role, click on the Allow checkbox available next to each Role.
Below is a list of all roles and what they grant access to:
Data Access Roles
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Role Name |
Role Description |
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Data Analysis |
The ability to generate and customize reports in HelpSTAR. |
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Request View – All Transactions |
The ability to view all transactions (updates, workflow changes, system generated updates) in the history of a service request. |
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Request View – Full Summary |
The ability to view all service request properties. |
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Request View – Public Summary |
The ability to view only public properties on a service request (reference number, title, status and time logged) |
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Request View – Public Transactions |
The ability to view only public transactions in the history of a service request. |
Request
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Role Name |
Role Description |
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Manage – Delete Request |
The ability to permanently delete a service request in HelpSTAR. |
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Manage – Performance Rating |
The ability to rate the service received on a request on behalf of the requester. |
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Manage – Purchase Approval |
The ability to approve items for purchase on a purchase request. |
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Manage – Purchaser |
The ability to generate purchase orders and receive items ordered on a purchase order. |
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Manage – Revise Memo |
The ability to modify previously entered memos and the time worked on a service request. |
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Workflow – Dispatch |
The ability to route a service request to and from a dispatch folder to other queues you have access to. |
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Workflow – Forward To |
The ability to route a service request to a selected Organizational Unit or queue folder. |
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Workflow – Move From |
The ability to route a service request to another queue folder. |
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Workflow – Pass Direct |
The ability to set another Support Rep or Team as the owner of a service request. |
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Workflow – Submit |
The ability to add a new service request on behalf of another user. |
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Workflow – Support Rep |
The ability to update and/or take ownership of a service request. |
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Workflow – Update |
The ability to update a service request without the ability to take ownership of a service request. |
System Management
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Role Name |
Role Description |
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Access Control |
The ability to grant or deny roles to a user or team (access to Role Based Access Module). |
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Asset Administrator |
The ability to create, modify, de-activate and delete assets. |
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Data Analysis Designer |
The ability to access HelpSTAR Crystal Report Designer to customize reports. |
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HelpSTAR Administrator |
The ability to manage all HelpSTAR objects excluding assets. |
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Project Designer |
The ability to design and modify project and quick request templates. |
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Rule Designer |
The ability to design and modify business rules. |
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User Defined Field Designer |
The ability to design and modify User Defined Fields for HelpSTAR objects. |
See Also: