We have several staff members who are assigned full time to specific clients. In some cases they're not even staff, but rather contractors. In that case, they must only be able to see and respond to tickets involving their assigned clients.
Perhaps when creating/editing roles, there can be the option to select one or more clients. Then that role can only view/edit data if it relates to those selected clients and for the tasks selected in the roles permissions. Then I would create a role called "Client X Assigned Staff" for example.
Then perhaps as a side feature it would make sense to allow multiple roles per administrator.
I know this has been requested in the past, but those feature requests were quite vague and/or hard to understand.
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Created the addon, currently in BETA. Let me know what you guys think (for those of you who still need this).
It will give me a good project to start out on for creating custom modules. Hopefully I can have this made soon, I was about to create my own system for this type of thing, but I figured WHMCS was already made and did a pretty good job, so this will just give me a shortcut to making something I want rather than creating an entire system from scratch and possibly never finishing it.
I don't have a licensing module so I'm not sure if I can implement it with that, although I don't see why I can't cover the main aspects of it.
I'll leave out the technical details of it but this will need a thorough job to make sure I get every hook handled that needs handled. I'll see about getting a beta version out soon so it can cover the main frontend aspects of it and later on getting the more thorough version out to patch up more of the backend and seal it up right.
I feel this could be taken a step further with the following conditions met:
This would work well as it would allow people to setup a department and allow that department to specifically be able to manage its own information rather than worrying about one department messing with another department.
Also, you could have it where a department manages its own products/groups (perhaps prefixed with the department name) and when a customer purchases a product, the administration department now has access to that user and can manage that user's order.
This would work very well with the licensing module as you can have one large company selling multiple products, each manged by it's own department, and the departments have their own privacy and security from the rest.
Permissions could also be greatly extended into this, giving each group permissions to edit/view specific clients/products and how much they can view/edit.
This sounds like it would be a lot to do, but in reality it could be its own addon and would be a pretty darn good one as a lot of people seem to have a need for either side (client or product assignment).
"Must have" feature for large installations.
Found this feature request - please up vote:
https://requests.whmcs.com/responses/ability-to-assign-specific-administrators-to-have-access-to-specific-clients-only
So, for me this feature is essential !!! Bring it on please.
I never said I have someone on our support staff that I dont trust. I get rid of people quick if I see that type of activity. Im talking about the bad hires, which mean the people that we dont know much about in terms of honesty. Ask someone in an interview how honest they are and they will tell you they are 100%. This is a failsafe feature.