General Admin settings

Not able to add CC through portal.
You can turn on the option for the requester to add a CC in the ticket he/she raises by going into Admin > Ticket fields > Click on Requester. How...
Tue, 18 Jun, 2024 at 4:54 PM
How do I share my canned responses with my co-workers?
Go to Admin--> Canned Response--> Go into the Canned Response--> Scroll down to the bottom of the page--> Choose 'All Agents'--> Save...
Tue, 18 Jun, 2024 at 4:54 PM
How to set up the customer portal?
You can go into Admin>Channels>Portals>Click settings to set the User permissions. Also by clicking on the Name of the portal you can edit the port...
Tue, 18 Jun, 2024 at 4:54 PM
How to convert an occasional agent to a full time agent?
You can convert an Occasional agent to a Full-time agent by moving to Admin > Teams> Agents > Occasional agent > Go into the profile of the agen...
Tue, 18 Jun, 2024 at 4:54 PM
Are there different customer portals for the same freshdesk account?
You can create multiple portals or multiple products from the Estate plan. To know more about multiple products check out the link.
Tue, 18 Jun, 2024 at 4:54 PM
How to remove existing ticket fields?
Go to Admin > Ticket fields > Hover over the field and will be able to see the 'Delete' Icon to the left of the field name. You cannot delete ...
Tue, 18 Jun, 2024 at 4:54 PM
I am an admin on our helpdesk but keep getting a message saying I dont have permission to view the page. Why is that?
The error occurs because you might not have 'Global access' to the tickets. Check the same from Admin > Team> Agents > Edit your profile. A...
Tue, 18 Jun, 2024 at 4:54 PM
I can't create dynamic fields
Please check if you are in the estate plan and if yes, the maximum number of Dynamic fields allowed in an account is 2.
Tue, 18 Jun, 2024 at 4:54 PM
I'm the admin and now I'm leaving the company, so I need to delete my account and give admin rights to my colleague.
When deleting the account all the tickets that are assigned to the agent will get unassigned. Therefore, reassign all the tickets to a different agent and t...
Tue, 18 Jun, 2024 at 4:54 PM
How do I reset the password for the admin account?
The password of the account admin can be set only by the account admin. If you would like to login as the account admin get in touch with him/her so that yo...
Tue, 18 Jun, 2024 at 4:54 PM