Scopes

Admin > Security > Scopes

The Scopes page determines employee access to user-defined data in the system. Currently scopes only control employee access to user-defined data in Service Desk tickets, and only if the CRM account has been assigned a service type.

Note: By default Service Desk users continue to have read/write access to all tickets created for all CRM accounts that have not been assigned a service type controlled by a scope.

Configuration

1. Create Service Types.
2. Assign service types to accounts using the CRM > Accounts > Account tab > Service Type field.
3. Create a new scope using the Admin > Security > Scopes page.
4. Add service types to the scope record you just created.
   • Each scope can include multiple service types.
   • Select the Service Desk Permission Type.
     • Read/Write
     • Read Only
     • No Access
5. Add users to the scope record you just created.