What does Share Data with Peers mean under Roles?
When you enable this option, Support Agents in same role can access each other data/requests.
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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. ...
Exporting Help Desk Data
Zoho Desk allows you to export and take a backup of all your helpdesk data in a few simple steps. The Export Data feature allows you to export data (in CSV format) from individual Zoho Desk modules. After exporting the data, you can further validate ...
Can I define the level of access using data sharing settings?
Certainly. You can define the level of access to each others data using Data Sharing Settings in Zoho Support. You can create sharing rules for all the modules apart from the organizations default share settings. You can provide the following types ...
Setting up Data Sharing Rules
The Data Sharing Rules, allow you to define access rights for users to the various modules in your help desk. You can provide the following types of access levels in Zoho Desk modules: Private: Only the record owner and his/her superior can view the ...
Importing Data to Zoho Desk
If you've been using a helpdesk software before Zoho Desk, you must start importing your existing data to Zoho Desk. You can import your support tickets, contacts, customer accounts, knowledge base articles, products, calls, events, and tasks to ...