How can I create a new role and assign it to a support rep?
You can create a new Role by following the steps mentioned below. - Click Setup > Admin Settings > Roles.
- In the Roles page, click the New Role icon.
- In the New Role page, do the following operations:
- Role Name: Specify the name of the role.
- Reports To: Select the immediate superiors role.
- Share Data with Peers: Select the check box if you would like to enable access rights to peers.
- Description: Specify information about the role.
- Click Save.
To assign a role to a Support Rep, please follow the steps mentioned below.
- Click Setup > Admin Settings > Support Reps.
- In the Support Rep page, select any support rep.
- In the Support Rep: <Support Rep> page, click Edit button.
- Under the heading Roles & Permissions, choose a role from the Role tree.
- Click Save to assign the selected role to the Support Rep.