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Why you need to combine manual and automated task assignment We also have a guide about user roles & permissions that has a lot of interesting content. And with a very short description on how to use user roles and permissions when the permissions have been set: https://automation.app/helpdesk/user-roles-and-allowing-partners-access-to-specific-orders/ Timely and efficient order handling and task… Continue reading Knowledge center
With user roles in Automation.app you can set up a contributor who has access only to the orders that you assign to him. This limits the permissions of that user, so he/she can only access the orders that the admin has defined. How to define user permissions for order viewing When an order enters automation.app… Continue reading Knowledge center
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