Team-Specific Manager
under review
R
Ryan Heuven
Would love to see Access levels change to limit advisors from being able to change a contacts phone number. We have had several mistakes where a contact phone number is updated to a new number if a customer instructs the advisor to call their operator, and the advisor changes the contact number to the operators number and calls out of the same ticket, thus transferring all ticket history to the updated number as well. Can be a real headache at the moment to track this down
J
Josie Burgett
Merged in a post:
There is a requirement to add another couple of hierarchy levels in between the current advisor / manager / admin setup.
D
Des Carroll
We are having issues with staff who just really only need to be able to see their subordinates tickets. Once they have manager access they make others managers, they change the call tree's and teams and virtually create turmoil. There needs to be a level in between Advisor and manager where they cannot change critical setup.
Deleting tickets is also a large problem and I only want myself and another staff member to be able to delete tickets for the whole group. We use expert connect to allocate tasks to advisors and are finding that the tasks are being deleted if it all gets too hard. There needs to be another level that allows setup but not ticket deletion and staff change of access levels.
C
Chris Hiemstra
Please also ensure to include JD Experience Access on this permission level change. We need specific users to only see their specific dealer location JDE results and not the entire company.
J
Josie Burgett
Danica McNab
Is there any headway on this? I feel like it's a pretty essential thing
H
Heidi Clemens
As you rework the permission levels in Expert Connect, please consider these items: 1) Only managers should be allowed to delete segments. 2) Contacts should never be fully deleted, but archiving is acceptable (easily restored). 3). Managers should not have access to edit all team settings, but only their own team settings. 4) Advisors should have access to the ring schedule on their own team, as well as Block Spam numbers, and Share your numbers but no other Team settings.
S
Shawn McCready
As I have been adding parts and service teams recently this would be a good feature. Right now the manager of the team's schedule isn't always the manager of the department.
Update - Ran into an issue whereas one of our advisors assigned the wrong staff member to the wrong team and customers were not getting called back because of it. Would be nice to see this feature happen soon!
I
Ian Zimmerman
under review
I
Ian Zimmerman
open
Joe Sinkula
Any update on this? This would help with store specific call trees and having a service manager/writer see the tickets for their locations.
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