[Rt-commit] rt branch, 4.4/add-user-customroles-docs, repushed
Maureen Mirville
maureen at bestpractical.com
Mon Jul 23 15:32:49 EDT 2018
The branch 4.4/add-user-customroles-docs was deleted and repushed:
was 7775b35299d2e7fd7a2e07e8674636aa966cf191
now 8d64b02a9922d2272f5ef9ce25f5d0c5c413ff74
1: 7775b3529 ! 1: 8d64b02a9 Add Custom Roles user documentation
@@ -16,37 +16,53 @@
+
+Let's say you would like to find all of the tickets your team's Project Lead
+is managing. First thought might be to just assign this Lead user as an AdminCc
-+on each ticket. This may work well in some cases, however, sometimes Project
-+Leads change. It's easier to see the role, Project Lead needs to be updated, rather
-+than AdminCc. Also, having this in the AdminCc, absorbs all the rights granted
-+to AdminCcs on that queue. Whereas, a Custom Role can have it's own rights.
++on each ticket. This may work well in some cases, however, as the Project Leads
++changes, it becomes more difficult to manage all of the RT rights and notifications
++associated with the user. It's easier to see the role, Project Lead needs to be
++updated, rather than AdminCc. Also, having this in the AdminCc, absorbs all the
++rights granted to AdminCcs on that queue. Whereas, a Custom Role can have its
++own rights.
+
+=head2 Creating a new Custom Role
+
-+To create a new Custom Role, head to Admin > Custom Roles > Create. Here, you
++To create a new Custom Role, go to Admin > Custom Roles > Create. Here, you
+will have the option to give it a Name, a Description and an Entry Hint. Note, that
+the Name field must be unique, duplicate Custom Roles are not allowed. Below
+these fields, you will see a checkbox to allow multiple users to be set on this one
+Custom Role. This would work well if you have a role, "Supervisors", for example,
+where more than one user might be assigned. Once the Custom Role is created,
-+you will no longer be able to change this option. You can however disable the
-+Custom Role and create another if you made a mistake.
++you will no longer be able to change this multiple user option. You can however
++disable the Custom Role and create another if you made a mistake.
++
++=for html <img alt="Create a Custom Role"
++src="images/customroles-create-a-customrole.png">
++
++=for :text [Create a Custom Role F<docs/images/customroles-create-a-customrole.png>]
++
++=for :man [Create a Custom Role F<docs/images/customroles-create-a-customrole.png>]
+
+=head2 Enabling by Queue
+
+After creating your new Custom Role, you will want to indicate which queue it will
-+apply to. Head to Admin > Custom Roles > [select the role] > Applies to, and you
++apply to. Go to Admin > Custom Roles > [select the role] > Applies to, and you
+can select which queue you would like to add the Custom Role to.
++
++=for html <img alt="Apply Custom Role to Queue"
++src="images/customroles-apply-to-queue.png">
++
++=for :text [Apply Custom Role to Queue F<docs/images/customroles-apply-to-queue.png>]
++
++=for :man [Apply Custom Role to Queue F<docs/images/customroles-apply-to-queue.png>]
+
+=head2 Applying Rights to Specific Roles
+
+RT allows you to grants rights on the user level, group level, queue level and also
+by role. One of the benefits of setting permissions with Custom Roles, is that it is
+no longer necessary to create multiple groups with only a user or two. But rather,
-+granting rights directly on a specific role allows you to clearly see each user on a
-+ticket should control. Those rights will also only be limited to that specific
-+ticket/queue where the user is assigned the role, instead of globally where it might
-+be more difficult to track down which rights were granted and where.
++granting rights directly on a specific role allows you to clearly see each the purpose
++of each user assigned on a ticket. Those rights will also only be limited to that
++specific ticket/queue where the user is assigned to the role, instead of globally
++where it might be more difficult to track down which rights were granted and where.
+
+=head2 Assigning a User
+
@@ -66,14 +82,48 @@
+this specific ticket. For new tickets, the Custom Role name will appear on the ticket
+create page, below the default RT roles, (Requestors, Cc, AdminCc).
+
++=for html <img alt="Assign Custom Role on Ticket Create"
++src="images/customroles-assign-on-ticket-create.png">
++
++=for :text [Assign Custom Role on Ticket Create F<docs/images/customroles-assign-on-ticket-create.png>]
++
++=for :man [Assign Custom Role on Ticket Create F<docs/images/customroles-assign-on-ticket-create.png>]
++
+=head2 Sending Notifications
+
+As Custom Roles are watchers on tickets, you can decide which notifications the
-+user/group will receive. You can create a custom ScripAction to notify on the
-+specific custom role.
++user/group will receive. You can create a custom ScripAction to send out notifications
++on the specific Custom Role.
+
+=head2 Search Tickets by Custom Role
+
-+To search for tickets with a Custom Role assigned to a specific user/group,....
++To search for tickets with a Custom Role assigned to a specific user/group, you can
++use the RT Query Builder. In order to view the available Custom Roles, you will
++first need to add the queue to the query. After clicking on 'Add these terms', all
++of the Custom Roles applied to that queue will be listed at the bottom of the Query
++Builder criteria fields.
++
++=for html <img alt="Search by Custom Role with Query Builder"
++src="images/customroles-query-builder.png">
++
++=for :text [Search by Custom Role with Query Builder F<docs/images/customroles-query-builder.png>]
++
++=for :man [Search by Custom Role with Query Builder F<docs/images/customroles-query-builder.png>]
+
+=cut
+
+diff --git a/docs/images/customroles-apply-to-queue.png b/docs/images/customroles-apply-to-queue.png
+new file mode 100644
+Binary files /dev/null and b/docs/images/customroles-apply-to-queue.png differ
+
+diff --git a/docs/images/customroles-assign-on-ticket-create.png b/docs/images/customroles-assign-on-ticket-create.png
+new file mode 100644
+Binary files /dev/null and b/docs/images/customroles-assign-on-ticket-create.png differ
+
+diff --git a/docs/images/customroles-create-a-customrole.png b/docs/images/customroles-create-a-customrole.png
+new file mode 100644
+Binary files /dev/null and b/docs/images/customroles-create-a-customrole.png differ
+
+diff --git a/docs/images/customroles-query-builder.png b/docs/images/customroles-query-builder.png
+new file mode 100644
+Binary files /dev/null and b/docs/images/customroles-query-builder.png differ
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