Section 1
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Roles
Every staff member has one role. An admin sets it when creating the account.
| Role | What they can do |
|---|---|
| Super Admin | Everything: tickets, knowledge base, reports, customers, contacts and all Admin settings |
| Agent | Create and work tickets, assign and close them, read the knowledge base, manage customers and contacts |
| KB Editor | Write, publish and manage knowledge base articles; read tickets; no reports |
| Viewer | Read-only access to tickets, the knowledge base, reports, customers and contacts |
Customers are not staff. They have their own sign-in to the client portal, described in Part 3.