Can I hide fields for Support Agents?
You can hide fields using Field Level Security.
- Goto Setup > Admin Settings > Field Level Security
- Select the profile name, module and uncheck the fields you want to hide and Save.
To create Profile Goto Setup > Admin Settings > Profiles > Add New profiles.
For more refer Field Level Security
Related Articles
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 to hide Tabs for Support Agents?
To hide tabs for Support Reps, you have to first create a New Profile or Edit the Standard Profile under Setup > Admin Settings > Profiles and remove the tabs that are not required. Now associate this Profile to a Support Agent. Goto Setup > Admin ...
How can I hide, restrict fields in Customer Portal?
To hide/restrict fields in Request Form in Customer Portal, Goto Setup > Admin Settings > Field Level Security >select Portal as profile and enable/dis-able fields that would you like to show up in Request Form.
How many Support Agents can I add during the trial?
You can add up to 3 Support Agents during the Professional & Enterprise 15 day Trial. Once the Trial is expired, "Primary Contact" under Company Details will only have access to the system.
Can I associate multiple Support Agents to a Department same time?
Yes, you can associate multiple Support Agents to a Department. Click Setup >Admin Settings >Departments >Select Department Select the option to "Associate Existing Support Rep" option and add Multiple Support Reps to a Department.