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.
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Deleting an agent
Sometimes agents in your organization may quit or move to a different business unit. In such cases, you could delete those users after transferring ownership of their records to other agents. What happens to deleted agents? When you delete an agent, ...
Can a Support Agent be associated with multiple Portals?
Yes, Support Agent can be associate to multiple Portals. As soon as the Support rep log-in, associated Portal URL's are listed. Support rep can click on a Portal to view/reply tickets.
Add, Edit and Delete Contacts
The Contacts, also known as end-users are customers who send in support tickets through one of the many channels you have enabled in Zoho Desk. They can submit tickets, receive solutions and track their ticket status through your Web Portal. The ...
My Support Agent did not receive invitation e-mail
If your Support Rep did not receive the invitation e-mail to join your organization, you can re-invite the Support Rep. Goto Setup > Admin Settings > Support Reps > Select a Support Agent > Click Re-Invite button. This triggers another invitation ...
Add, Edit and Delete Accounts
In a typical Business to Business (B2B) scenario, Account represents a Company or a Department within the company, for which you provide customer support. You can associate an account with contacts (persons) within the company who send in support ...