Customer Privileges

Using the Web Interface, customers can create new tickets; view their open and closed tickets; view contract information, charges, assets, and Knowledge Base articles; download files; and more.

All customers are given the privilege of viewing tickets and adding new tickets via the Web Interface. Other types of data can be allowed or denied to customers via the Options window. By default, all possible customer privileges are made available to customers. A system administrator can then allow or deny specific privileges.

To define customer privileges, go to Tools > Options > Web Interface:

File:Commit web interface options privileges.gif

By selecting or deselecting the privileges at the bottom of this window (see section circled in red) the system administrator can determine which privileges are made available to customers using the Web Interface:

1. Charges
   Selecting this option will allow customers to see charges when viewing tickets and contracts.
   Deselecting this option will hide the Charges area in the ticket view for all customers.
2. Assets
   Selecting this option will allow customers to see the Assets tab and the list of all assets linked to their account.
   Deselecting this option will hide the Assets tab altogether for all customers and they will not be able to see the list of existing assets.
3. History Notes
   Selecting this option allows customers to see the Contracts tab and to view all of their existing contracts.
   Deselecting this option hides the Contracts tab altogether and prevents customers from viewing their contracts and terms.
4. Contract Status
   Selecting this option will allow customers to see the contracts tab and view all of their existing contracts.
   Deselecting this option will hide the contracts tab altogether and customers will not be able to view their contracts and terms.
5. Download Document public files linked to their account
   In this section, the system administrator can define whether customers can download and view documents linked to their account. Note that only documents marked as Public in the document properties will be available to customers via the Web interface.
   You can also find more details on setting up the Web Interface for files download in the Document Download Settings section.
6. Public Knowledge Base Articles and Download Linked Files
   In this section, the system administrator can define whether customers can view Knowledge Base articles. The system administrator can also further define whether customers can download files linked to these articles. Note that only articles marked as Public will be available to customers via the Web interface.

For more details on articles privileges, see the Knowledge Base Manual, Security and Privileges section.

In any case, make sure to restart the Commit Web Interface service after performing any changes, so they will take effect in the Web Interface.