Dennis,

We require the following;

Clients to have the ability to track their own jobs (currently done using the Web Client Interface)

Staff to have the ability to action/track jobs assigned to their own "Primary" Skill Group

Staff to have rights to view/action jobs from other Skill Groups as determined under the new security module

Staff to have rights to track their own jobs (ie the same ability that Clients have above).

Currently, staff are not able to submit/track jobs concerning themselves therefore, although they have higher access rights than Clients, they have no ability to follow the progress of their own requests and rely on the Administrators to verbally advise the progress when asked.

We currently assign each Staff member two logons (Staff and Client) and this is obviously a hopeless solution but the only one available.

Stu

 

Folks

We use HMP in a multi-customer environment, where separation of customer data is absolutely essential.

Rod and his team made modifications to the search funtions on the web interface that solved the problem for us.

However you must structure your client and site data in such a way that allows you to assign the privileges to the relevant levels.

In our case the highest level is ourselves, ASI, we then break it into

ASI

Customer

Country

State/province

Area

Locality

In this way we can assign rights to each level and by adding users into the appropriate level they can only see data relating to themselves or their subordinate organisations.

So anyone at the locality level can only see data relating to that location

At the area level they can see all localities associated with that area and nothing in any other area

At the state level they can see all the areas under them and of course all the localities under each area but no data for any other state and so forth.

We have found that combined with the enhanced web search functions that this has worked very well allowing us to provide the appropriate level of access to each level.

Hope this helps

John