Possible Questions
- Where can I update the profile details of the Agent such as name, phone number, and job title?
- How to change the roles, scope, and channel permissions associated with an agent?
Resolution Path
Where can I update the profile details of the Agent such as name, phone number, and job title?
1. Agent profile information such as name, phone number, and job title can be edited only from the Org page.
2. Only the Org admin of the account will be able to edit the other agent's profile information or the respective agent can edit their own profile from the Org page.
3. To access the Org URL, please click on the switcher on the bottom left, click on the users' tab, and click on edit profile,
4. An Org admin can also restrict agents from updating their profile information from the security tab under the Org page.
5. To do the same, please click on the security tab and choose edit permissions for the agent profile and choose the respective tiles which you would like to prevent agents from editing.
6. To find an org admin of the account, use the Hodor bot and use the command - "get me org admins for ORG URL from DC(pod - IN, US, or EU)
How to change the roles, scope, and channel permissions associated with an agent?
Any changes to an agent profile apart from the one mentioned above such as email address, roles, and scope can be done by an admin from under admin>>agents>>edit agent.
Please note that an admin cannot edit their own roles/scope. Only an other admin would be able to edit them.