Ticket scopes determine the tickets in your Freshdesk that an agent has access to.
With advanced ticket scope, you
With Advanced ticket scope, you can:
- Choose groups where an agent can edit tickets
- Choose groups where an agent can only view tickets
When agents have only view access to tickets assigned to certain groups, they can:
- Access a read-only version of the ticket conversation, including ticket properties.
- Add a private note and notify other agents.
- Print the ticket.
- Create a child ticket.
- Create a service task. (applicable for Freshdesk accounts with field service management)
- Add private notes and send a broadcast message if it's a tracker ticket.
- Use Freshconnect to initiate messages from the ticket to collaborators.
- Initiate discussion threads and forward threads from tickets. (based on the role assigned to the agent)
If an agent has edit access to group A and read access to group B:
- Let us assume a case with two groups - A (Vacations) and B (Customer service) for easier reference.
- The agent will only see the tickets of the Vacations group when they choose "My groups" in the tickets list filter.
- Only the Vacation group's metrics will be displayed on their dashboard.
- Agents cannot be assigned to tickets in the Customer service group.
- If the tickets previously assigned to Customer service are re-assigned to another group (in this case, group C) where the agent does not have the required view access, they would not be able to view the tickets.
- If a list view where the group's filters include both "Support" and "Billing", the agent will be able to edit only the Support group's tickets.
- Bulk actions will let an agent to choose only tickets where they have the edit access.
For more similar detailed guides, kindly refer to the articles below:
Adding new support agents
Creating a custom role
Private notes for internal sharing
Deactivating agents