Creating private ticket groups and granting agents access

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Verified AI summary ◀▼
Create private ticket groups to control who can view specific tickets. Only agents in these groups can access the tickets unless added as a CC or follower. Admins and team leaders can view all private group tickets by default. To manage access, adjust permissions at the role level, ensuring agents have the necessary access to support their tasks effectively.





Location: Admin Center > People > Team >
Groups

Groups are used to create collections of agents based on
criteria those agents have in common. You can create private ticket groups to designate
a group of team members who can see tickets with otherwise restricted access.
When a ticket is assigned to a private group, only agents who are members of that group
can see the contents of the ticket, unless the agent is explicitly added as a CC or
follower. If the agent is the requester they can't access the ticket in the Agent
Workspace. Instead, they can access these tickets as an end user, either through email or the help center.
This article contains the following sections:


Creating private ticket groups
Granting agents access to tickets in private groups




Creating private ticket groups

You can make a group private to restrict access to the tickets assigned to it. You
must be an admin or an agent in a custom role with permission to create
groups.
To create a new private ticket group

In Admin Center, click
People in the sidebar, then select Team > Groups.
Click Add group.
Enter a Group name.
Optionally, enter a Description.
Select Make it private. This can’t be undone.
If you want to make this the default group for your account, select Set as
default. All new team members will automatically be assigned to this
group.
Note: Your account’s default group and a team member’s default
group are two separate types of defaults. To learn more about this
distinction, see Changing the default group for your
account or team member.


Under Add group members, click the plus sign ( ) next to the name of the team member you want to
add. Alternatively, you can click Add all to add all team members
in the list to the group.
To help find team members, you can search
the list by team member name or email.

Continue to add team members as needed, then click Save. The new group
is created and labeled as private.



To convert an existing group to private
In Admin Center, click
People in the sidebar, then select Team > Groups.
In the list of groups, find the group you want to edit and click its name.
Select Make it private.
Note: If you convert an existing
group to private, you cannot make it public again.

Click Save. The new group is created and labeled as
private.







Granting agents access to tickets in private groups

Access to tickets, including tickets in private groups, is set at the role level. Among native agent roles, Admins and Team Leaders can see
tickets in private groups by default. For custom roles, you can configure them to
have access to tickets in private groups.

To edit private ticket access for a role
In Admin Center, click
People in the sidebar, then select Team > Roles.
On the role for which you want to edit access, click the options icon
( ) and select Edit.
Under Tickets they can access, make your changes to the ticket
permissions.
Agents with Requested
by end users in their organizations ticket access can still view
private group tickets linked to their organizations.

Click Save.





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