How can I add a Support Agent?
To add support agents, Goto Setup > Admin Settings > Support reps > Add Support Rep.
Once you add a Support Rep, an invitation e-mail with the confirmation link would be sent to them. On confirmation, Support Rep is associated into your organization's account.
Related Articles
How do I restrict Delete Permission for Support Agents?
You can restrict Delete Permission by setting the Profiles under Setup > Admin Settings > Profiles. You can either edit the default Standard Profile or add a new Profile and un-check Delete options for the modules and save the Profile. Now, associate ...
Why am I not able to add New Profiles in Free Edition?
Free Edition does not allow to add More Profiles. You have to upgrade to Professional or Enterprise edition to add more Profiles and associate them to the Support Agent. To upgrade, please refer Pricing.
Can I change a Support Reps e-mail address?
Certainly, a Support Agents email address can be changed. However, it has to be changed by the individual Support Agent only. To change the e-mail address, Goto Setup > Personal Settings > My Zoho Account > Click Email Address, add new e-mail ID. ...
Can I automatically assign Support Reps to Requests?
Yes, you can assign Support Reps automatically with a condition, by using our Workflow Settings. Goto Setup > Workflow Settings > Create a workflow rule. Then create a workflow assignment value and associate that to the Workflow Rule. Refer Workflow ...
I'm not able to Deactivate Support Agent
If you are not able to de-activate a Support Agent, please check if the Support Agent is a primary contact. Goto Setup >Admin Settings >Company Details >Check if the Support Agent is a primary contact. ...