How do I re-name Role or delete the Role?
To re-name or delete a Role, Goto Setup > Admin Settings > Roles > Move your mouse pointer over Role and select Edit or Delete option.
Refer Roles for more help.
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Agent Profile, Name Format and Signature
Each of your agents in Zoho Desk will have a profile with some of the basic information about them. A couple of these are name, contact email, picture, bio and the likes. The individual agents or the administrator can set these up in your helpdesk. ...
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 ...
Can I re-invite a Customer Portal user?
Yes, you can re-invite your Customer Portal user if they have not accepted their first invite. To re-invite a user, Goto Setup>Customer Portal>Users In the Customer Portal Users page, you can find the list of portal users and their confirmation ...
I cannot delete a section.
You are not allowed to delete the pre-defined sections in the Customer Portal. However, you can delete custom sections. To delete a custom section, do the following: Click the Delete bucket following the Section Name you intend to delete. Confirm ...
Can I re-order or re-organize Tabs?
Yes, you can re-order tabs as per your requirements. Follow the steps given below: Go to Setup>Customization>Tabs In the Organize Tabs section, click to re-order tabs Click Save