Custom Permission

For users who do not have administrator access, in addition to the option to transfer their own ongoing service sessions, a permission can be customized to grant access to the Service Dashboard:

With this access the user will have access to the following screen in Services > Service History:

In the Agents option () it is possible to manage the transfer of service sessions to the user who is attending via the icon .

The screen is displayed as follows:

All fields with an asterisk (*) are mandatory.

Service sessions:

When selecting the sessions field, a list of all sessions that are in progress with the attendant will appear, providing the option to select more than one session to be transferred.

Department:

In this field you must select the department to which these sessions will be transferred.

After selecting the department, the Users option becomes available to select which user in the selected department will receive the sessions.

Reason: In the reason field you must -mandatory- select a reason why the selected sessions are being transferred (these reasons are created in Settings > Reasons for service (only administrators have access to this)).

In the process confirmation field the word PROCEED must be typed (in uppercase letters) as a way to ensure that the user is aware of the transfer.