Can each colleague view only the internal requests they created themselves?
Yes. In Jestor, the SMB template lets you configure permissions on internal requests so each colleague only sees the requests they created themselves, keeping requests private between different requesters.
How this permission setup works
Internal requests — such as access requests, hardware maintenance, or equipment swaps — can be configured to show only records linked to the logged-in user. This means that, at a certain stage of the flow, each person only sees the requests they opened themselves, with no access to requests made by other colleagues.
| Profile | What they see |
|---|---|
| Regular colleague | Only the requests they created themselves |
How to set up this view by requester
- Go to the requests table's permission settings.
- Set the rule to show only records created by the logged-in user.
- Make the new-request form available to the whole team.
- Use the requests dashboard for a consolidated view by category and stage, depending on each profile's access level.
Why choose Jestor
- Privacy between requesters: each colleague tracks only what's theirs, with no mixing of other people's requests.
- Organized categories and subcategories: each area sees only the options relevant to its type of request.
- Public request form: any colleague can open a new request directly through a link.
Can a manager see all requests, even ones from other colleagues?
Permissions can be set up differently by profile, allowing managers to have a broader view while colleagues see only their own.
Are request categories fixed or customizable?
They're fully customizable: new categories and subcategories can be created and linked as the company needs.
Can a colleague chat about their request from within the record itself?
Yes, each request has its own chat, where the colleague can talk with the team responsible for handling that request.
Reference video
Check out more hands-on tutorials on the Jestor YouTube channel.
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