DragonFang
DragonFang3mo ago

Groups in Gorelo

Hi, We have a new employee, we want to restrict access to 1 or 2 customers within Gorelo for tickets and Assets. Am i correct in assuming, i just need to setup a group, Add the user to the group, then update the clients and the inbound email tickets with the new group and thats it? We dont want the new person to be able to see anything outside what the group is assigned to.
Solution:
@DragonFang yeah that’s pretty much it. You can remove them from the Everyone group and then add another group specifically for them. Then just add this new group to those specific clients to narrow down what they can see. They will still see all pinned scripts, generic forms and checklist templates — just so you’re aware....
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Solution
Mikel
Mikel3mo ago
@DragonFang yeah that’s pretty much it. You can remove them from the Everyone group and then add another group specifically for them. Then just add this new group to those specific clients to narrow down what they can see. They will still see all pinned scripts, generic forms and checklist templates — just so you’re aware.
DragonFang
DragonFangOP2mo ago
It appears that alerts is not following the groups/permissions. Someone with access to 1 client can still see all clients in alerts. - want me to open a bug?
Mikel
Mikel2mo ago
Yes please... I'll pick it up on that side

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