HaloPSA

HaloPSA Guides

Documentation to assist with the setup and configuration of the HaloPSA platform

Guides > Ticket Groups

Ticket Groups

In this lesson we will cover:

- Use Case

- Configuring Groups

- Setting Agent/Role Restrictions



Associated Admin Guide: 


Use Case

Ticket types can be grouped, which has a great use case for delegating ticket type access on roles. Now if there are new ticket types added to your halo, there is no need to add those ticket types to the role, they will be inherited to the access based on the ticket type groups which are set as accessible on the agent role.


To enable this feature go to  Configuration > Tickets > General Settings:

Fig 1. Show an additional level for grouping Ticket Types


Configuring Groups

Once enabled, there will be an option to add a ticket type to a group when configuring ticket types (details Tab, 3rd from the top).

Fig 2. Adding ticket type to a Group 


Type in a new value to create a group for the dropdown, this value will then be available on the group dropdowns of other ticket types.

Fig 3. Adding a New Group


Setting Agent/Role Restrictions

You can then add this to permissions on the agent roles Configuration > Teams & Agents > Roles.

Fig 4. Ticket Type Restrictions


Setting the Agent role to configure the accessible ticket groups for agents with that role:


Fig 5. Accessible Ticket Types area


On adding a new line to the table, change the entity to ticket type group and then select a ticket type group.

Fig 6. Ticket Type Restrictions options


The benefit is that now when a new ticket type is created, as long as there is a ticket type group that the ticket type is in, the agents roles will update to include that ticket type in the list they have access to, there is no need to manually add in the ticket types that they are allowed.

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