Access levels
Support Advisor has no access level of its own. It follows each member’s Nilear access level, set on the Members page.
| Action | Needs |
|---|---|
| Open the Ticket Automation pages (Boards, Global Instructions, Support Advisor, OpenAI Key) | Admin |
| Switch Support Advisor on or off; exclude companies | Admin |
| Tick Support Advisor on a board; choose indexing, backfill start and Read automatically | Admin |
| See a backfill’s cost estimate | Admin |
| Write and check instructions | Admin |
| Add, replace or remove the OpenAI key | Admin |
| Ask Support Advisor about a ticket in MTX, follow up, search the web, use its suggestions | ReadOnly or above, and MTX |
| Use Support Advisor through an AI client | External AI on for your company, your External AI level ReadOnly or above, and MTX |
| Turn on Record AI Tasks as Internal Notes in MTX | An MTX administrator |
Managers and members with ReadWrite or ReadOnly access do not see the Ticket Automation pages. They see Support Advisor’s results in MTX.
What a member’s history searches draw on is decided by their ConnectWise access, not their Nilear level: see member visibility.