Jitbit Helpdesk - Improve technician category assignment process and auditing : Ideas forum

Declined Suggested 10/2/2018 by jtlarson

13

votes

Improve technician category assignment process and auditing

Currently, when creating a new section or category, you have two options: type in each one by hand, or assign all users with 'technician status' on any other category. And if you want to come back and verify who has access to one or more categories, it's a laborious process of digging into each technician's settings or manually collating the technicians listed in each category.

To better streamline the setting and auditing of category permissions, I'd suggest the following changes:

1. Add 'assigned technician' attribute to 'Section setup' page, with additional button to replicate technicians set at this level to categories within.

2. Borrow 'technician categories' UI from technician edit page--but reverse it so it shows 'technicians' instead of categories. Use it in "Add Section" page (per step #1), and to replace current technician UI in "add category" page,

3. Create 'permissions audit' report that lists allows admins to list all category-technician relationships, with grouped-by options: technician, category.

Kevin Miko

In an SSO environment, it could also possibly work if JitBit could reference an AD or Azure group for which permissions are needed (I assume this could be hard to do if custom fields are involved).

3/30/2022 9:32 AM