Team-Specific Manager | Voters

Team-Specific Manager

under review

Josie Burgett

Create additional permission levels that allow an Advisor to be a Manager of a specific team, but not all the teams for the entire company.

December 22, 2020

Meghan Fisher

Merged in a post:

Customizable permission by user

Lynne Morton

We need the ability for more permission level access other than advisor or manager.

This would allow Admins to choose you can delete recordings, access the payment tab, etc.

2 days ago

Brian Butchbaker

What is the status of this feature request? I have parts and service managers wanting to utilize the broadcast feature, but we do not want to open them up as a manager for the entire organization.

Terry Burchill

This needs to be more than team specific as some have stated. Needs to be team and function specific. Ideally, there would be a menu of access items you could choose from by advisor. That gets cumbersome and tough to manage for adding and subtracting advisors in large quantities, so the ability to build standard profiles to apply to user groups would solve that problem. You would primarily use those standard profiles (that we would create) and make changes for those with unique access needs. Selection of applicable teams would happen as a second step. Choose the access levels and then choose the applicable teams.

Meghan Fisher

Merged in a post:

Granular Permissions:

Devin Rotger

We need more detailed permission settings. Assigning a user as a team manager should not automatically grant them full administrative rights. Better role differentiation and controlled access would enhance security and functionality within EC.

July 8, 2024

Jenny Bergeron

Also consider allowing limited permissions for payments. Maybe a Team-Specific Manager could be able to issue refunds or cancel payment requests, without having all of the access of a manager or access to any payments outside of their department...

Meghan Fisher

Merged in a post:

Change Access For Advisors

Lynne Morton

We need more options to give or remove accesses for an advisor. One request is to allow certain advisors to delete a payment request.

June 18, 2024

Payton Douglass

Merged in a post:

Allow Advisors the ability to toggle themselves on/off Ring Schedules on Mobile

Jon Eis

Why?  So the manager doesn't have to babysit everyone when they switch Saturdays or afterhours rotation.  
In the Manage section on Mobile allow Advisors to toggle themselves on/off Ring Schedules within their team.  
Or create a third Role called Advisor+ that would give the Advisor+ this ability, but not the regular Advisors.
This would be helpful for when employees switch Saturdays or afterhours rotations with eachother.  
If we dont want all Advisors to have this ability out of fear they will mess things up then have a third Role, Advisor+, that would have this ability.  Maybe this Advisor+ also has the ability to View-Only Access to the Ring Schedule too?

June 13, 2024

Chris Horob

+1. We had a manager of a different team accidentally delete a ticket in another team and we can't recover. The ability to delete tickets should be a separate permission given by only the account admins.

Josh

Could we also change which teams an Advisor can see in the Company Directory. We would like to be able to limit an Advisor to only seeing teams suitable to their department or Location.

Ryan Heuven

Would love to see Access levels change to limit advisors from being able to change a contacts phone number. We have had several mistakes where a contact phone number is updated to a new number if a customer instructs the advisor to call their operator, and the advisor changes the contact number to the operators number and calls out of the same ticket, thus transferring all ticket history to the updated number as well. Can be a real headache at the moment to track this down

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