Can a Support Agent be associated with Multiple Departments?

Yes, support agents can be associated to multiple Departments.

Goto Setup >Admin Settings >Users >edit the Support Rep and associate departments to the Support rep.

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• Can a Support Agent be associated with multiple Portals?

  Yes, Support Agent can be associate to multiple Portals. As soon as the Support rep log-in, associated Portal URL's are listed. Support rep can click on a Portal to view/reply tickets.

• How can I hide fields to Support Agent?

  To hide fields, Goto Setup >Admin Settings >Field level security >select the module > Profile Now, check/un-check the fields that would like to show to the Support Agent associated with that profile and save the settings. For more help refer, Field ...

• How can I add a Support Agent?

  To add support agents, Goto Setup > Admin Settings > Support reps > Add Support Rep. Once you add a Support Rep, an invitation e-mail with the confirmation link would be sent to them. On confirmation, Support Rep is associated into your ...

• I'm not able to Deactivate Support Agent

  If you are not able to de-activate a Support Agent, please check if the Support Agent is a primary contact. Goto Setup >Admin Settings >Company Details >Check if the Support Agent is a primary contact.

• My Support Agent did not receive invitation e-mail

  If your Support Rep did not receive the invitation e-mail to join your organization, you can re-invite the Support Rep. Goto Setup > Admin Settings > Support Reps > Select a Support Agent > Click Re-Invite button. This triggers another invitation ...