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 as your primary contact.
Related Articles
Deleting an agent
Sometimes agents in your organization may quit or move to a different business unit. In such cases, you could delete those users after transferring ownership of their records to other agents. What happens to deleted agents? When you delete an agent, ...
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 ...
How can I restrict customize permission for Support Agent?
You can restrict this at Profiles. Goto Setup >Admin Settings >Profiles Edit the standard profile or create a new profile and un-check the option Customize Zoho Support under Admin Options. Associate this Profile to the Support Agent (Setup >Admin ...
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 ...