Client Access

[gaurav]

Hi Ivan,

with your help I have set SIT .. thanks

but I am confused with the client role in the system coz in the role permission page(with admin login) I can see only three permission sets
1) for user
2) for Manager
3) for Admin.

how will my client raise issues, so that support team in my office can see and work on that issues...
Do I need to create a user as client and send this username and password to them...?

I m trying to access client login in demo of sit but it says username or passqor id wrong.

[ivanlucas]

Hi,

I've moved this to the 'Help' forum since it's a question about using SiT.

In SiT! client access is separate to regular user account access, the three roles you have seen are user account roles and do not relate to clients at all. Client access is provided via a 'Contact' record, contacts can use their login details to login to the portal. Via the portal contacts can add and update incidents.

I hope this helps. If you'd like to me clarify further let me know.

Ivan

[dave.ziegler]

I am looking to do the same thing to post a page on my webpage where "clients" can login and / or create their own ticket with or without being a site, having a contract / project.

Where is the 'HELP' section? I am new to this and I really like all of the features you have built into this and am especially interested in learning more about time tracking per incident for billing and timesheets and would like to start experimenting with that as I will be having roughly 20 consultants working for me.

Thanks,

Dave

[ivanlucas]

Hi Dave,

I am looking to do the same thing to post a page on my webpage where "clients" can login and / or create their own ticket with or without being a site, having a contract / project.

There's currently no facility to create incidents without first setting up a site/contact/contract within SiT! We have started to plan this, but it's possibly a long way off being a reality, See Bug 85

Where is the 'HELP' section? I am new to this and I really like all of the features you have built into this and am especially interested in learning more about time tracking per incident for billing and timesheets and would like to start experimenting with that as I will be having roughly 20 consultants working for me.

Within SiT! go to Help | Get help online or point your browser to http://sitracker.org/wiki/Documentation

If you have any questions, just post them in this forum.

All the best,

Ivan

[dave.ziegler]

Okay thanks. I will use SiT! as a backend management interface to track tickets. I will use something generic for customers to create new tickets on the fly.

Thanks for your help.

Dave

[Tomse]

You could perhaps make a web interface with a form that sends an email to SiT.

This might be an easy to use solution.

Best regards
Carsten

[xerosis]

You can change a setting in the configuration ('Contacts can create incidents' I think) so that when contacts create a "ticket", it just puts an email in the holding queue so you can then do what you wish with it.