Restricting SmartActions by role
in Help Desk
Summary:
My client wants to restrict which agents in Help Desk can use the 'Copy to Document Record' SmartAction, they have 2 separate copies of the Next Gen Agent role, one for their HR team and another for their Payroll team. The Payroll team are a 3rd party but have access to Fusion to manager Payroll issues, they do not have access to Documents of Record so we'd like to remove this SmartAction from their view.
Content (please ensure you mask any confidential information):
I have made a copy of the system SmartAction, disabled the system SmartAction and added the roles that SHOULD see and use the SmartAction on the Availability tab.
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