Ticket Permissions, Limits and Emails

2 min read

The 16 Tickets permissions, the plan limit, and who is told about what.

What your team may do with tickets, how many tickets your plan allows, and who is told about what.

Overview

This guide lists the 16 Tickets permissions, the plan limit and the ticket emails and notifications.

Who Can Access

Agency Admin

Permissions

Set them in Settings → Roles & Permissions under Tickets. The owner and co-admins can do everything.

The 16 Tickets permissions in Roles & Permissions
PermissionWhat it allows
View Tickets (all)See every ticket
View Tickets (open/working)See tickets that are open or being worked on
View Tickets (assigned to self)See tickets assigned to them
Create TicketsCreate tickets
Edit TicketsEdit tickets and follow them
Delete TicketsDelete tickets
Assign TicketsChange who is assigned
Manage Ticket StatusChange the status
Edit ticket notesThe internal note
Manage ticket tagsTags
Manage Ticket MessagesReply, attach files, edit and delete own replies
Manage team messages (on ticket)Internal messages
Bulk Manage TicketsBulk delete, with Delete Tickets
Export ticket ratingsThe ratings export
View Ticket HistoryHistory tab and page
View Client ContactSee the client’s email and phone

Plan Limit

Your plan sets how many new tickets you can have each month, and the allowance refills each month. When it is used up, you are told when it refills, and clients can’t open new tickets until then.

Emails and Notifications

WhenWhoHow
You create a ticketThe clientEmail: Your ticket has been created
You assign someoneThat personEmail and notification
You replyThe clientNotification, and email if New ticket reply is in your Email Templates
The ticket closesThe clientEmail if Ticket closed is in your Email Templates
A client opens, replies or closes a ticketYou and the people CC’dNotification
A client rates a ticketYou and the people CC’dNotification

Frequently Asked Questions

Can a member see only their own tickets?⌄
Yes. Give them View Tickets (assigned to self) instead of View Tickets (all).