Everything a user can do within the system is determined by permissions and their end user/Agent designation. User templates are a predefined set of menu options, permissions, and the end user/Agent designation the system uses to create new user records.
Issuetrak comes with an End User Template that can be modified to grant everything your basic users need when created from AD. Conversely, the recommended best practice is to bring in all AD users with the same basic template, then use Issuetrak Groups to grant additional permissions.
To modify the existing End User Template, a user with the “Sys Admin” parameter or “Can access and maintain Administration functions” permission will need to:
The message “User successfully updated” will appear at the top of the page when the record is updated.
If you didn’t want to use the built in template, you can create a new template simply by going to Administration > Users > Add and make sure your record type is set to Template. You will also want to make sure to give the template a user ID, otherwise, Issuetrak will automatically assign a number as the user ID.
Issuetrak Groups allow you to grant permissions and/or the Agent designation to multiple users collectively, and often are associated to roles that the users need to have within Issuetrak. You can have as many groups as needed. To create Issuetrak Groups to grant higher permissions and/or the Agent designation:
The message “Group successfully added” will appear when the record has been saved. Repeat these steps for each group to be represented within Issuetrak.