Tickets & Conversations

CBlake3
Member

User Ticket Permissions

SOLVE

I am looking to create a profile for a third party to access some of our support tickets. I can reduce their access to all other records, but I only want them to be able to see Tickets that are at a certain stage in our Pipeline. Is this possible?

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

User Ticket Permissions

SOLVE

Hi @CBlake3,

 

I would approach this by setting setting the ticket access of these users to team-only and then using a workflow that assigns or rotates these tickets among the users of this team – but only once tickets enter pipeline stage you mentioned.

 

I don't think there's another way that would let you specify permissions directly for a pipeline stage, it would have to be via ticket ownership.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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1 Reply 1
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

User Ticket Permissions

SOLVE

Hi @CBlake3,

 

I would approach this by setting setting the ticket access of these users to team-only and then using a workflow that assigns or rotates these tickets among the users of this team – but only once tickets enter pipeline stage you mentioned.

 

I don't think there's another way that would let you specify permissions directly for a pipeline stage, it would have to be via ticket ownership.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.