How can I restrict customize permission for Support Agent?

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• 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 ...

• Can I restrict an agent from deleting Requests?

  Yes, you can restrict certain agents from deleting the requests by setting up permissions in the respective agents profiles.  Please goto Setup >> Admin Settings >> Profiles. In the Profile setting page, edit the profile and uncheck the Delete ...

• 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.

• 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 ...

• I'm unable to Deactivate a Support Agent. Why?

  If you are unable to deactivate a support agent, check whether the support agent is the primary contact. To check the same, follow the step mentioned below.  Goto Setup>Organization Settings>Company Details  Check whether the support agent is listed ...