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.
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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 ...
What are Ticket Tabs?
Ticket tabs allow you to link tickets to the other standard modules in your help desk. These tabs provide contextual information about a ticket such as ticket activity, pending tasks, supportive files, resolutions and the like. Let's take a look at ...
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 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.