Grispi introduces a new feature to make demand management more efficient and organized for businesses: Manage Claim Viewing Restrictions. This feature increases data security by predefining the requests that each Agent user can access, while also enabling clearer delegation of tasks.
What is the Main Purpose of the Feature?
This newly added feature makes it easier to clearly define roles and responsibilities, especially in organizations. Each agent can now only view requests related to their job description. This is an important step in terms of both security and work efficiency.
How does the feature work?
Default Claims Display Restriction for New Agent Users
In the account settings, a default claim viewing restriction can be defined for newly created Agent users. In this way, when a new Agent is added, it is predetermined which types of claims they can see. The restriction options that can be assigned to the user are as follows:
- All Requests: The user can view all claims.
- Self-Assigned Requests: The user can view only the claims assigned to him/her.
- Claims Assigned to their group: The user can only view claims assigned to the group they belong to.
- Requests Assigned to Organization: The user can view all requests assigned to their organization.
One or multiple options can be used in combination, so that each user’s level of access can be customized according to their business needs.
Restriction Management for Existing Agents
By default, Agent users already registered in the system are authorized to see all claims. However, this authorization can be easily changed:
- Management via User Profile:
By going to the profile of an existing Agent, this user’s access authorization to requests can be edited from the “Manage Request Access Permissions” field. From here, access levels can be redefined in line with the options mentioned above. - When Restriction is Active:
If an agent attempts to access a ticket that they do not have permission to access, the user will be shown a warning saying “You do not have permission to view this ticket”.
Updating Request Access Permissions
This feature applies to both newly added and existing users. Each agent’s access permissions can be easily edited from the “Manage Request Access Permissions ” field on the user’s profile card. This flexibility provides a great convenience to update access levels according to the changing needs of the organization.
What Does This Feature Provide to Users?
1. Data Security and Privacy
Request viewing restrictions increase the level of security by allowing only relevant people to access certain data. This makes the protection of particularly sensitive customer data more effective.
2. Clearer Job Descriptions
Each agent can increase their focus by only seeing requests that fit their job description. This avoids unnecessary complexity in workflows and increases efficiency.
3. Flexibility and Privatization
The ability to customize access levels for both newly added users and existing users makes it possible for the system to easily adapt to any business process.
How to Set Claim Display Restriction?
- Setting During Adding a New User:
- Go to account settings.
- Select claim display restrictions when adding a new Agent.
- Check the relevant options and create the user.
- Update for Existing Users:
- Go to the profile page of the relevant user.
- Click on “Manage Request Access Permissions”.
- Set the desired access level and save.
