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MI9Huddles Offline
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Join Date: May 2009
HDI: setup for multiple clients in this scenario... - 08-06-2009, 12:19 AM

I need some help with this one - read manual and Matthew's sticky, but maybe I am missing something.

Aim:
I have 10 clients. I want them to login prior to submitting a ticket. We will add all authorized users for now. I want them to see only their tickets but have full access to Knowledgebase, Articles and Downloads. I would like for them to be grouped by the their company name. I would like them NOT to have to select their company (as a department) when signing in, but rather have this automatically detected via User Group defaults.

I would like the ability to have them select from the following Departments in which to submit their Issues/Questions: 1) Support, 2) Sales/Product Inquiry

Done so Far:
* I have created 10 departments named as per client names
* I have created 10 User Groups named as per client names
* I have created 10 template groups named as per client names
* I have created a sampling of actual users and added them to their repsective user goups

Results:
If I navigate to my main page I see normal widgets (minus Register which I removed via Guest Account option). When I select "Submit a ticket" I get the compelte list of departments which reflect the client company names. They user can sleect the department and then proceed.

Issues:
* Am I using the department/templates correctly? I do not see why the user should have to select the client department if they log-in - just get it from the department etc.

I have read Matthews post and tried to follow along. any help is appreciated. I think I am loooking for a very standard and simple helpdesk solution.

PH

Last edited by MI9Huddles; 09-06-2009 at 11:11 AM.
   
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MI9Huddles Offline
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Posts: 12
Join Date: May 2009
follow-up - 08-06-2009, 11:57 AM

I need some help with this one - read manual and Matthew's sticky, but maybe I am missing something.

Aim:
I have 10 clients. I want them to login prior to submitting a ticket. We will add all authorized users for now. I want them to see only their tickets but have full access to Knowledgebase, Articles and Downloads. I would like for them to be grouped by the their company name. I would like them NOT to have to select their company (as a department) when signing in, but rather have this automatically detected via User Group defaults.

I would like the ability to have them select from the following Departments in which to submit their Issues/Questions: 1) Support, 2) Sales/Product Inquiry

Done so Far:
* I have created 10 departments named as per client names
* I have created 10 User Groups named as per client names
* I have created 10 template groups named as per client names
* I have created a sampling of actual users and added them to their repsective user goups

Results:
If I navigate to my main page I see normal widgets (minus Register which I removed via Guest Account option). When I select "Submit a ticket" I get the compelte list of departments which reflect the client company names. They user can sleect the department and then proceed.

Issues:
* Am I using the department/templates correctly? I do not see why the user should have to select the client department if they log-in - just get it from the department etc.

I have read Matthews post and tried to follow along. any help is appreciated. I think I am loooking for a very standard and simple helpdesk solution.

PH (sorry for the dupe, but I cannot delete this follow up reply and do not want folks to think I have the answer - need help still)

Last edited by MI9Huddles; 09-06-2009 at 09:10 PM.
   
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