Can a Support Agent be associated with multiple Portals?

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• Can a support rep be associated with multiple portals?

  Yes, a support rep can be associated with multiple portals. When support reps log in into Zoho Support they can find a list of portals they are associated with. They can choose between the portals to work in Zoho Support.

• 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.

• 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.