[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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