Note | |
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Some of the features described in this Overview and Quick Setup chapter may only apply to the for-a-fee Akeeba Ticket System Professional edition. |
Before beginning please make sure that you have read the information and related links about Joomla access control. In this chapter we will implement a site using the following specifications:
We will have two ticket categories. Pre-Sales Requests will be accessible to all users which have a user account on your site. Customer Support will only be available to users who belong in the Customers group.
Support in the Pre-Sales Requests category will be provided by Super Administrators and users in the Sales Staff group.
Support in the Customer Support category will be provided by Super Administrators and users in the Tech Support group.
We will create a single menu item for the support ticket system which will be accessible be all registered users. Naturally, only the customers will see the Customer Support category thanks to Joomla's access control.
In order to implement these specifications we will have to create Joomla user groups, Joomla viewing access levels and ATS categories.
We will begin by creating the Joomla! User Groups requires for all of the above. Go to
, in the back-end of your site and click on New. Create three user groups:Customers
with parent group
Public
Sales Staff
with parent group
Public
Tech Support
with parent group
Public
Please take care to select the correct parent group! Using the Public group as the parent decouples the Akeeba Ticket System privileges from the account type. This is very important!
Then go to
, . You have to create one new viewing access level:Customer Support Access
, selecting the user
groups Customers
and Tech
Support
.
The idea is that if you are a customer or a member of the tech support team you will be granted access to the Customer Support ticket category.
Now go to
, , . You will need to create two categories.The first category has a title of Pre-Sales
Requests
. Find the Access drop-down and
set it to Registered
. In the Category
Permissions tab click on the
Registered group and give it the following
permissions:
Support Staff: Inherited
Create: Allowed - Enables the users to submit new tickets
Delete: Inherited
Edit: Inherited
Edit State: Inherited
Create Private: Allowed - Enables the users to submit private tickets
Create Attachment: Allowed - Enables the users to submit attachments (files) with their tickets
DO NOT set any permission to Denied. If a user belongs to a group where a permission is Denied or that has a group in any parent level that has this permissions Denied then you can never, ever give that permission to this user. This is the most common mistake. If you want to deny a permission there's a 99% chance that the Inherited option is what you really need.
Then click on the Sales staff group and give them the following permissions:
Support Staff: Allowed - Makes them managers of this Akeeba Ticket System category, enabling special actions and notifications on new posts
Create: Allowed
Delete: Allowed - Allows the managers to delete tickets and posts
Edit: Allowed - Allows the managers to edit posts
Edit State: Allowed - Allows the managers to publish/unpublish posts and entire tickets
Create Private: Allowed
Create Attachment: Allowed
Save this category and create a new category with a title of
Customer Support
. Find the
Access drop-down and set it to Customer
Support Access
. In the Category
Permissions tab click on the Customers
group and give it the following permissions:
Support Staff: Inherited
Create: Allowed - Enables the users to submit new tickets
Delete: Inherited
Edit: Inherited
Edit State: Inherited
Create Private: Allowed - Enables the users to submit private tickets
Create Attachment: Allowed - Enables the users to submit attachments (files) with their tickets
DO NOT set any permission to Denied. If a user belongs to a group where a permission is Denied or that has a group in any parent level that has this permissions Denied then you can never, ever give that permission to this user. This is the most common mistake. If you want to deny a permission there's a 99% chance that the Inherited option is what you really need.
Then click on the Tech Support group and give them the following permissions:
Support Staff: Allowed - Makes them managers of this Akeeba Ticket System category, enabling special actions and notifications on new posts
Create: Allowed
Delete: Allowed - Allows the managers to delete tickets and posts
Edit: Allowed - Allows the managers to edit posts
Edit State: Allowed - Allows the managers to publish/unpublish posts and entire tickets
Create Private: Allowed
Create Attachment: Allowed
Do note that now the Support Staff doesn't have access to the Customer Support category and the Tech Support users don't have access to the Pre-Sales requests.
Now let's create the menu item. Go to the
Akeeba Ticket System,
Categories. Make sure the
Access is set to
Registered
.
That's it! You now have to assign users to groups and you're ready to start offering support services through your site:
Add your customers to the Customers group.
Add the support staff to answer pre-sales requests to the Sales Staff group.
Add the support staff to answer customer support requests to the Tech Support group.
A user may belong to many groups at once. For example if Alice needs to be able to answer both pre-sales and customer support requests she must be assigned to both the Sales Staff and Tech Support groups.