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.
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.
They will still see all pinned scripts, generic forms and checklist templates — just so you’re aware.
