I asked this in another thread, but it’s last post before mine was 5 years ago, so maybe it won’t get as much attention as a new topic.
I have a question from a non-devleoper’s perspective.
I’m using Discourse as our company’s ticket system and I have it set up successfully to create new topics from non-registered users in our support forum.
Occasionally, I need to create a ticket on behalf of a customer instead of them creating it directly.
Is there an easy step by step way to do this and create a topic on behalf of someone that does not already have an account on the forum? I don’t want them to have a full account unless they sign up for one themselves.
If it has to be done from a command line interface, that’s fine, but I need some hand holding such as:
Enter container with foo
Type rails bar etc etc
Whatever else needs to be done
I’m aware that I can reassign posts so if it’s too complicated to do everything, just the instructions to create the user, then using the GUI to change owner would be very helpful.
As long as I can write a detailed help desk article for the rest of the staff to follow I don’t care what it entails. Would be awesome not to have to have all staff needing access to the container via ssh, but we’ll make due if that’s unavoidable.
Not generally a direct e-mail. Most of the time it’s my boss forwarding me an e-mail from the customer and asking me to turn it into a ticket in order to reply to them.
I’m guessing all that would do is create the topic using my boss’s e-mail as the user assigned to who created the ticket.
You can also create a staged user by simply sending them a PM, and pasting in the email address as the recipient. If they are not a member already then they will have a staged user account. If they log in later using the same email address, their account will transform magically and they will see their PMs on the site.
Another nice trick, if you are using a group for sharing the handling of tickets with a team, is to include that group when you send the PM. That way it will be sent from the group and any replies will also come back to the group.
Good to know, but I’ve set up the ticket system to contain everything within Discourse.
It’s been working very well so far except for one client that uses their own ticket system to send support requests to us, once I have more clarity on the issue I may start another topic to try and get them sorted.