Manage Roles, Support Reps, and Support Groups
Account managers are users who take care of their associated customer account(s) and keep them up to date. Account managers can view all requests raised in their associated account and coordinate with support reps to ensure quicker resolution. To ...
Support reps with the same area of expertise can be grouped into various support groups. You can configure custom groups as per your requirements. To create a support group: 1. Go to Admin>>Users>>Support Groups. 2. Click Add New Group to go to ...
Support reps can be added and managed by the administrator. Adding a Support Rep To add a support rep: 1. Go to Admin>>Users>>Support Reps (for portal-specific support reps) or go to Global settings>>User Management>>Users (for all support reps ...
Support reps can be given different roles to configure access permissions. There are three default roles and you can also custom create a new role with custom permissions. The default roles and their typical usage are listed as follows. Role ...