User Roles and Permissions #
DMSI Service Management adds 11 custom capabilities to WordPress and one custom role.
Custom Capabilities #
| Capability | Description |
|---|---|
manage_service_contracts | Create, edit, and delete service contracts |
view_service_contracts | View service contract list and details |
manage_service_requests | Create, edit, and delete any service request |
edit_service_requests | Edit assigned service requests |
view_service_requests | View all service requests |
view_own_service_requests | View only requests assigned to the current user |
log_service_time | Add time log entries to service requests |
manage_service_types | Create and edit service types |
manage_service_templates | Create and edit message templates |
manage_service_automations | Create and manage automation rules |
view_service_reports | Access the Reports admin page |
The service_staff Role #
DMSI Service Management registers a custom WordPress role named service_staff. This role is intended for frontline support technicians who need to work requests and log time without full administrative access.
Capabilities assigned to service_staff:
view_service_contractsedit_service_requestsview_service_requestslog_service_time
Service staff cannot create or delete contracts, manage SLA templates, configure automations, or access reports.
Assigning Capabilities #
Administrators (who hold all capabilities by default) can assign individual capabilities to other roles using a role management plugin, or by directly assigning users to the service_staff role.
To assign a user the service_staff role:
- Go to Users in the WordPress admin.
- Click the user’s name to open the profile.
- Change the Role field to Service Staff.
- Click Update User.