Roles

Roles - Planwise Limitation
Possible Errors : -Customer wants to restrict certain agents from accessing few modules within their Freshdesk account.  Resolution Path :  -It is impor...
Tue, 18 Jun, 2024 at 3:43 PM
Roles - Omnichannel roles not reflecting on chat/caller
Possible Errors : -The agent's role in Freshdesk is a custom role, and in Freshchat/ Freshcaller for 1 agent it shows as "Agent" and for anot...
Tue, 18 Jun, 2024 at 3:44 PM
Roles - How to create a new role?
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 A...
Tue, 18 Jun, 2024 at 3:45 PM
Roles - Issues With Permission
Possible Questions :  - An agent with the default Account Admin role is unable to manage/save and edit their own list view as well as Shared List Views.  ...
Tue, 18 Jun, 2024 at 3:45 PM
Roles - Unable to Update Role
Resolution Path :   As of now, there are no known errors associated with updating a role for an agent. Nevertheless, if a customer encounters any issues wit...
Tue, 18 Jun, 2024 at 3:45 PM
Roles - Queries With Permissions
Possible Questions : How to Provide a collaborator with access to Analytics? How to change the Account Admin role to another Agent? How to provide acces...
Tue, 18 Jun, 2024 at 3:45 PM
Change Account Admin
Resolution Path : If we get a request from a customer to change the Account Admin for a specific Freshdesk account, make sure to perform the following che...
Tue, 18 Jun, 2024 at 3:47 PM
Convert Field Technician To Support Agent
Resolution Path : You cannot convert a Field Technician to a Support Agent directly. Here's a workaround on how you can do this : You would have t...
Tue, 18 Jun, 2024 at 3:47 PM
Custom Role - Permission Request
Resolution Path : If a customer needs to control or define certain permissions for a module within Freshdesk, the initial step involves checking if the...
Tue, 18 Jun, 2024 at 3:47 PM