Whenever needed you can restrict access to attributes based on the
:ref:`user permission <permission-guide>`
(admin
, ticket.agent
& ticket.customer
).
Tip
🤓 This is not the only possibility to restrict access
You can always adjust below settings with :doc:`/system/core-workflows`. This also allows role based restriction.
Note
In some situations, Zammad internally overrules your chosen settings for screen, requirement and permission. This affects situations where a field can't be set which would be required for the ticket creation.
This currently affects:
- merging
- emails no matter of the originating channel (incoming)
- :doc:`/channels/form` (incoming)
- :doc:`/channels/facebook` (incoming)
- :doc:`/channels/telegram` (incoming)
- :doc:`/channels/twitter-x/twitter` (incoming)
- SMS (incoming)
Zammad differentiates between several screens where object attributes can be used.
- create
- Every time you use a creation dialogue for not yet existing data.
- edit
- Every time you're editing existing data - viewing existing tickets counts as edit screen.
- view
Affects view screens of existing data like e.g. user profiles.
Note
This setting is available for the following object contexts:
- User
- Organization
- Group
- invite_customer & invite_agent
- Shown when using the invitation dialogue from "First Steps" in the dashboard.
Now that we know the different possible situations, let's talk about available options.
- shown
- Show (checked) or hide (unchecked) a field.
- required
- Set a field to mandatory (checked). Forces users (via UI and API) to populate the field.