Configuring Application Pages for the Agent Role in SupportLogic

Purpose

This article explains how Admin's can configure which application pages and modules are accessible to users assigned the Agent role in SupportLogic. By customizing module visibility, the Admin's can ensure that only agents access the pages relevant to their responsibilities, enhancing usability and security.

Issue Description

Without proper configuration, agents may have access to application modules that are not relevant to their role. Configuring module access ensures a streamlined user experience and prevents unauthorized access to unrelated features.

Resolution / Configuration Steps

1. Access Control Center – Settings

• Log in to the SupportLogic application.

• Navigate to Control Center > Settings.

2. Navigate to Roles and Permissions

• Under General Settings, select Roles and Permissions.

3. Edit Agent Role Layout

• Locate the Agent role in the list.

• Click the three-dot menu on the right side and select Edit Layout.

• Please refer to the below screenshot.

4. Customize Application Modules for Agent

• The Agent profile page will open.

• From the left panel, check or uncheck the boxes to enable or disable application modules according to the responsibilities of the Agent role.

• Click Save and Exit when finished.

5. Ensure Proper Permissions

• Only users with Settings permission enabled in the Manage Users page can perform this configuration.

Additional Reference

For more information on managing user permissions, refer to:
https://support.supportlogic.com/support/solutions/articles/73000548477-managing-users