Permission Groups

Use permission groups for organization and access control.
Example of Permission Groups

Feature Access

Permission groups perform a variety of tasks. Most commonly they're used to control feature access. For example, administrators can have access to reports, but 'help desk staff' level users do not.

Ticket Access

HelpSpot is open by default when it comes to ticket access for agents; however, if you have different groups who need different levels of access to tickets permission groups conrols this.

Use permission groups silo users into only categories they are part of. If a user is in the 'networking' and 'IT Support' categories those will be the only categories of tickets they'll be able to see. They will not be able to access tickets in other categories or ones with no category assigned.

Grouping

Permission groups can also be helpful to separate groups that work together, such as departments, even when not using the other permission features. Many features in HelpSpot allow you to choose visibility by permission group. This can make assigning visibility much faster.

For instance, if you have a 'help desk staff' permission group, you can then quickly assign the visibility of filters, reports, and responses to that group. They'll be the only ones who can see those filters, for example, leaving the UI less messy for users in other groups.

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Core Modules
Shared Inbox Knowledge Base Reporting Self Service Portal
Channels
Email Management Contact Form Agent Entry API
Organizing Tickets
Filters Single Assignment Categorization Advanced Search Batch Operations
Responding to Tickets
Ticket Interface Saved Responses Collision Detection Time Tracking Merge Tickets
Reporting
Volume Reports Speed Reports Comparison Matrix Email Reports
Automation
Triggers SLAs & Automation Rules Automatic Assignment Recurring Tickets
Customization
Custom Fields Dark Mode Custom Pages
Branding
Multiple Brand Support Portal Templates Email Templates Email Signatures
Permissions
Permission Groups SAML Authentication Black Box GDPR Tools
Integrations
Live Lookup NPS/CSAT Surveys Zapier
Hosting
Cloud On-Premise Cloud Infrastructure Scaling
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