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Hi,
we would like to give the ceo of a company access to all tickets of his company, no matter which employee is assigned in the customer field.
Is this possible?
So we would like CEO to see all tickets of COMPANY.
For example:
EMPLOYEE creates Ticket A
Ticket A has COMPANY, EMPLOYEE in the Customer name.
Only followers can see the ticket now. Yes we could add the ceo to the followers, but we would like to automate this and can't be forgotten.
Any help would be appriciated!
Got the same issue, any solution help for this case guys?
- added the answer as comment under jaideep's answer -
Yes, you can create CEO as a contact of the company and provide portal access.
Portal users can view all documents (SO, PO, tickets etc) related to their company
Hi,
we did try that. But the ceo can then only see the tickets directly assigned to him.
So tickets that are assigned to COMPANY, CEO are visible to him but not tickets assigned to COMPANY or COMPANY, EMPLOYEE.
So at the moment, only tickets directly assigned to the logged in portal user are visible to them, not all tickets assigned to the company of the user.
There might be some setting we need to find or something.
Reading the initial post, my understanding was that employee/ CEO referred to are from external company (customers) and that the CEO would have only portal user access.
However after reading the comments, I now believe the reference is to multi company set-up with the CEO having an internal user access (So tickets that are assigned to COMPANY, CEO are visible to him but not tickets assigned to COMPANY or COMPANY, EMPLOYEE.)
For internal users the access is managed from user settings, you might want to change access from user to admin (the defaults available) or create a new user group with associated record rules.
Access is also possible to a helpdesk team, if all of the tickets of a company are managed by helpdesk teams.
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