I'm unable to create Roles & Profiles
Please make sure you have added two or more Support Agents in your organization account.
Goto Setup > Admin Settings > Support reps >add another rep, so that options like Roles, Profiles, Groups show ups automatically.
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Managing User Profiles
In Zoho Desk, the profile function controls the permission to help desk modules, records, fields in a record, and various utilities, such as import, export, send email, etc. Agents associated with the profile can access the functions that are ...
Managing User Roles
Set up the organization-wide hierarchy using Roles. Users at a higher hierarchy can always access all the records of at a lower hierarchy. For example, a Support Manager can access all the Agents' records whereas Agents can access only their records. ...
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 ...
Why am I not able to add New Profiles in Free Edition?
Free Edition does not allow to add More Profiles. You have to upgrade to Professional or Enterprise edition to add more Profiles and associate them to the Support Agent. To upgrade, please refer Pricing.
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 ...