Setting up agents is a very straight forward process that will only take you seconds per agent. Let's hope you don't have hundreds!
Setting up an Agent is the same as setting up a regular user or administrator. The only difference is what permissions you give that user will depend on what role they have. We have made it very simple for you and divided them into three categories.
In order for your Agent to be able to manage tickets, you need to assign them to a department in which they will manage.
1. Navigate to Manage Ticket Departments and Click on "Add Department"
2. In the pop-up dialog box enter the Department name you would like to add.
3. Click on the tile of your newly created department and a drop-down will appear.
4. Assign the Agent to that department by checking the box to the left of their name.
5. Click "Save"
6. You're Done
That there are the basics to getting an Agent created and assigned to a department. When that Agent logs in they will only see any ticket related information based on the department they are assigned too. If you would like to add the same Agent to multiple departments then all you need to do is click on the other Departments and check the box with their name.
Setting up agents is a very straight forward process that will only take you seconds per agent. Let's hope you don't have hundreds!
Setting up an Agent is the same as setting up a regular user or administrator. The only difference is what permissions you give that user will depend on what role they have. We have made it very simple for you and divided them into three categories.
In order for your Agent to be able to manage tickets, you need to assign them to a department in which they will manage.
1. Navigate to Manage Ticket Departments and Click on "Add Department"
2. In the pop-up dialog box enter the Department name you would like to add.
3. Click on the tile of your newly created department and a drop-down will appear.
4. Assign the Agent to that department by checking the box to the left of their name.
5. Click "Save"
6. You're Done
That there are the basics to getting an Agent created and assigned to a department. When that Agent logs in they will only see any ticket related information based on the department they are assigned too. If you would like to add the same Agent to multiple departments then all you need to do is click on the other Departments and check the box with their name.