How to hide Tabs for Support Agents?
To hide tabs for Support Reps, you have to first create a New Profile or Edit the Standard Profile under Setup > Admin Settings > Profiles and remove the tabs that are not required.
Now associate this Profile to a Support Agent. Goto Setup > Admin Settings > Support reps >Edit and associate Profile.
For more refer Profiles and Support Reps.
Related Articles
Can I hide fields from Support Agents?
Yes, you can hide fields using Field Level Security in Zoho Support. To hide a field, Goto Setup > Users & Permissions > Field Level Security Select a profile name, module and click Edit above visibility. Uncheck the field you intend to hide and ...
Can I rename Tabs?
Yes, you can rename Tabs as per the needs of your organization. To perform the same, Goto Setup > Customization > Tabs In the Tabs page, you need to click Edit next to the tab name, to make your changes. Click Save You can also hide a tab which is ...
Associating multiple support agents to a department.
To associate multiple support agents to a department, follow the steps mentioned below: Go to Setup>Organization Settings>Departments Choose a department to associate multiple support agents to it In the department detail view page, click Add Support ...
How can I hide fields to Support Agent?
To hide fields, Goto Setup >Admin Settings >Field level security >select the module > Profile Now, check/un-check the fields that would like to show to the Support Agent associated with that profile and save the settings. For more help refer, Field ...
How many Support Agents can I add during the trial?
You can add up to 3 Support Agents during the Professional & Enterprise 15 day Trial. Once the Trial is expired, "Primary Contact" under Company Details will only have access to the system.