Introduction
Below is a step by step guide on how to setup Clients, Users and Groups beginning with creating the Client and ending with setting up the Users and Groups for the Client sites.
1.0 Creating a Client
Navigate to Settings > Clients & Licensing > New Client.
Once you have filled in the required details of the Client and selected Save, you will then be presented with the Clients Primary point of Contact.
Once you have completed these fields, Naverisk will create a Person under People, this will enable you to assign a Ticket to an Owner which will then populate the 'To' field when you want to email out through the Ticketing Console.
You have now created your first Client Site!
Extra configuration can be accomplished on your newly created Client. In Clients & Licensing, choose your New Client and select the green Edit arrow on the right-hand side.
You will then be provided with the screen as below:
Here you can either configure more details for your Client or edit the details you previously entered.
1.1 Deleting a Client
In Settings > Clients & Licensing, find the client that you wish to remove, and click the Delete icon. You will be asked to confirm the deletion by entering the Client name. This is to protect against accidentally deleting the wrong client.
Warning: Deleting a client will also delete all contacts and devices for that client. This is permanent, and it is not possible to recover the deleted client, contacts and devices.
2.0 Creating Users and Groups
2.1 Create a User
Navigate to Settings > Users & Groups > Users
Select the appropriate Client form the dropdown
Fill in all mandatory fields
You will then be presented with a new window as below, where you can create a Username and Password for your New User.
Note: You can also set the Date and Time format per user, for example, DD/MM/YYYY
There is no limit to the number if Users that you can create; you can also create Users for specific Clients so that these Users can only access the Clients that you have created them under. Once you have created the User, you can create a Group for the User.
2.2 Create a Group
Navigate to Settings > Users & Groups > Groups
Select the appropriate Client form the dropdown
Fill in all mandatory fields
Prior to Naverisk 2022 R3, Groups could only be configured per client. User could only be added to Groups belonging to their client.
As of Naverisk 2022 R3, Groups can now be shared down with all sub-clients.
Users can now be added to shared groups created in clients above their own client level.
Once created, permissions can be configured to grant users access to specific pages and features of the application.
The Groups tab will list all the groups available for a selected client and allow you to configure each group individually.
The Details tab allows us to edit the details and add/remove Users.
The Client tab allows you to select which clients a user will be able to view in the application. This allows you to assign technicians to specific Clients where required.
The Rights tab allows you to select which pages or feature a user will view or use.
Enabling the Access Column, will allow the User to Access the contents of the page.
A user with Access enabled, can only see the contents of the selected Naverisk page.
Enabling the Edit Column will automatically enable Access and allow the User to Access & Edit the contents of the page.
A user with Access and Edit enabled, will be able to edit items on the page. For example, they can edit a Ticket, or edit the Attributes page of a Device, or even change User passwords in the Settings->Users & Groups page.
Enabling the Create column will automatically enable Access and allow the User to Create new items in pages selected.
A user that has Access, Edit and Create permissions in a section of Naverisk, will have full control over that page. For example, a user with Access, Edit and Create permissions over the Settings page, will be able to fully control everything that can be found in the Settings page, such as Users, as opposed to a user with only Create and Access rights, who would only be able to view the contents or create new content, without being able to modify the content they created.
The Settings tab allows you to grant users access, edit and create right to specific Settings permissions.
Enabling the Read column will allow a user the right to view the content of specific settings pages.
Enabling the Edit column will allow a user the right to modify and create content of specific settings pages.
In this example below, the user has only been given read access to the Client Tab; this will allow the test User to see just the Client Tab under their Client.
2.2 Lock down with no access to Settings Page
If you have a team that will only review tickets then you can simply just give them access to the tickets page. You must however give them access to the Home Screen as well if you want them to manage contacts. Setting up this access will allow those users to manage tickets, create and edit contacts and nothing else. They have no access to change system settings as per picture below. Contact our support team if you need help with setting this up.
3.0 Ticket Interface
The 2019 R2 release features a new ticket interface. If you prefer the old interface, tick the "Use Classic Ticket Interface" option. You can also enable or disable the option to expand a ticket in the ticket grid. Note that HTML emails are only displayed in the new ticket interface. The classic interface and the expanded view in the grid only show unformatted text emails.
4.0 Client Status Setup
In Naverisk we can setup a status for your clients to reflect what your relationship status is. This status is shown next to tickets for the client and can be used to identify quickly what level of care the customer should be treated with.
To setup the Client Status, navigate to Settings > Client Status
From here, you can then select the client you wish to set your Status on. If you wish, you can edit your top-level client and have all your customers inherit those settings.
If Inherit is not used and the Client you selected does not have any pre-existing status values, then a pop-up will appear on screen, prompting you to create new statusvalues.
To create a new Status, click on the New Client Setting button in the top right.
From here, there are 4 areas that can be configured.
Value: You can setup 5 different status types for your client, by assigning it a value between 1 and 5.
Name: This is where you type the name of your Client status e.g. Good
Icon Type: From here, we can set what kind of icon we want to use.
The standard Naverisk icons can be used by using either SLA Status Code or Internal Naverisk Icons, or you can upload your own icons to use for your PR Status, or use an external file from a web address.SLA Icon: From here you can pick your preferred icon after selecting your Icon type. In the image below, the Internal Naverisk has been set as the Icon type, and you can choose any of the Icons used within Naverisk such as the maintenance mode icons.
In the below example, a client status of At Risk has been created and an uploaded custom icons has been used to represent this.
To apply this Client PR Status to a client, navigate to Settings > Clients & Licensing and click the Green arrow to edit the desired client.
Use the Client Details section, click on the drop-down for Customer PR Status and select your desired status.
You can also click on the Edit button next to Client Status to head straight to the Client Status section under Settings to edit the Status. Once you have chosen you correct Status, scroll down and click on Save.
