Object permissions

../../_images/permission-and-screen-overview.png

Some of the possible permission and screen options for objects.

Whenever needed you can restrict access to objects based on the user permission (admin, ticket.agent & ticket.customer).

Tipp

🤓 Below is not set in stone 🤓

You can always adjust below settings with Core Workflows. This also allows role based restriction. 👀

Bemerkung

In some situations, Zammad internally overrules below screen, requirement and permission settings. This is because at some points you can’t set fields which would mean we couldn’t create the ticket.

This currently affects:

  • merging

  • emails no matter of the originating channel (incoming)

  • Forms (incoming)

  • Facebook (incoming)

  • Telegram (incoming)

  • Twitter (incoming)

  • SMS (incoming)

About screens

Zammad cares about the screen you’re going to use the object in.

create

Every time you use a creation dialogue for not yet existing data.

edit

Every time you’re editing existing data - viewing existing tickets counts as edit screen.

view

Affects view screens of existing data like e.g. user profiles.

Bemerkung

This setting is available for the following object contexts:

  • User

  • Organization

  • Group

invite_customer & invite_agent

Shown when using the invitation dialogue from „First Steps“ in the dashboard.

About screen options

Now that we know the different possible situations, let’s talk about available options.

shown

Show or hide a field.

required

Set a field to mandatory. Forces users (via UI and API) to populate the field.