Collaborators

Why can’t collaborators create tickets from inside Freshdesk?
Creating tickets from inside Freshdesk is the role of an agent and not of a collaborator. Hence, we have given them permission similar to a Contact or custo...
Tue, 18 Jun, 2024 at 5:05 PM
Can collaborators create tickets?
Collaborators can create tickets from the customer portal similar to how customers can create tickets.
Tue, 18 Jun, 2024 at 5:06 PM
Can we set up automations for collaborators?
No, automations do not work on actions taken by a collaborator. However, you can add collaborators as secondary owners using Shared Ownership or add them as...
Tue, 18 Jun, 2024 at 5:07 PM
How are Occasional agents different from Collaborators in Freshdesk?
Occasional agents can perform any action just like a full-time agent does and the validity of the license is for a day. However, Collaborators can only acce...
Tue, 18 Jun, 2024 at 5:08 PM
Who is a Collaborator?
Collaborators can be colleagues from other teams or third-party contacts who are not a part of Freshdesk. They can be any stakeholder who can assist full-ti...
Tue, 18 Jun, 2024 at 5:08 PM
What are the default permissions when a collaborator is tagged in a ticket?
Collaborators get a default scope to view the ticket even if they do not have access to the group they are tagged in. Collaborators can add/edit private not...
Tue, 18 Jun, 2024 at 5:16 PM