Roles - How to create a new role?

Created by Fawzia Aleem, Modified on Tue, 18 Jun, 2024 at 3:45 PM by Fawzia Aleem

Possible Questions :

- Can we restrict a specific module for a specific set of agents ?

- Can some agents have access to reporting as well, but no other Admin modules ?

 
Resolution Path :


  1. Login to Freshdesk as an Admin.
  2. Go to Admin > Team > Roles > New Role, and enter a name and description for this role.
  3. Enter the privileges that an agent with this role should have by selecting the appropriate checkboxes under Tickets, Solutions, Forums, Customers, Reports, and Admin.
  4. Save the settings you just created for this role.
  5. You can now select and apply this role to an agent when you edit or create the agent's profile. Here's how you can create an agent profile.


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