What does Share Data with Peers mean under Roles?

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• I'm unable to create Roles & Profiles

  Please make sure you have added two or more Support Agents in your organization account. Goto Setup > Admin Settings > Support reps >add another rep, so that options like Roles, Profiles, Groups show ups automatically.

• What does the Display Name mean in Mail Server Settings?

  Display Name is the name which is displayed in-front of your From ID. For example the FROM ID is like "Zoho Support <support@zohosupport.com>" if you set "Zoho Support" as your display name.

• What does Primary Contact in Company Details Mean?

  Primary Contact is the person to whom all the alerts, related to Subscription are sent. Please make sure Primary Contact information is updated with the current information.

• What is a Role and how is it Useful?

  Roles enable you to set up your organization-wide hierarchy such that users at higher hierarchy can always access all the records of lower hierarchy. For example, Team leaders can access all the Support Agent records where as Support Agent can access ...

• Can I define the level of access using data sharing settings?

  Certainly. You can define the level of access to each others data using Data Sharing Settings in Zoho Support. You can create sharing rules for all the modules apart from the organizations default share settings.  You can provide the following types ...