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How to create permissions

Permissions allow you to control which users or roles can access specific areas of the helpdesk, ensuring that sensitive information and functionalities are restricted to authorized personnel. By configuring permissions, you can tailor the access levels for different team members, from customer support agents to administrators, providing flexibility and security within your support environment.

Follow these steps to create permission:

  1. Navigate to Customers -> Help Desk MX -> Permission.

  2. Press Create new permission button.

  3. Fill in general information. Detailed description of fields you can find in Permissions section of our documentation.

    General information

    General information

  4. Press Save button to finish creating permissions.