How can I create a new role and assign it to a support rep?

How can I create a new role and assign it to a support rep?

You can create a new Role by following the steps mentioned below. 
  1. Click Setup > Admin Settings > Roles.
  2. In the Roles page, click the New Role icon.
  3. In the New Role page, do the following operations:
    1. Role Name: Specify the name of the role.
    2. Reports To: Select the immediate superiors role.
    3. Share Data with Peers: Select the check box if you would like to enable access rights to peers.
    4. Description: Specify information about the role.
  4. Click Save

To assign a role to a Support Rep, please follow the steps mentioned below. 
  1. Click Setup > Admin Settings > Support Reps.
  2. In the Support Rep page, select any support rep.
  3. In the Support Rep: <Support Rep> page, click Edit button.
  4. Under the heading Roles & Permissions, choose a role from the Role tree. 
  5. Click Save to assign the selected role to the Support Rep. 
    • Related Articles

    • Can I create multiple tasks for a request and assign them to different support reps?

      Yes, you can create tasks to complete specific requests related to requests. You can also create multiple tasks and assign it to various support rep so that they can work on different issues of a request simultaneously, considerably reducing the ...
    • Can I automatically assign Support Reps to Requests?

      Yes, you can assign Support Reps automatically with a condition, by using our Workflow Settings. Goto Setup > Workflow Settings > Create a workflow rule. Then create a workflow assignment value and associate that to the Workflow Rule. Refer Workflow ...
    • How do I restrict mail sending option to a Support Rep?

      You can setup a new Profile by restricting mail sending option and associate the Profile to Support Reps. To create Profile, Goto Setup > Admin Settings > Profiles >Add new profile >and un-check the Mail Send option and Save the Profile. Goto Setup > ...
    • Can I split a request to work on a new issue filed by a customer?

      Yes, you can split a customer's reply as a new request. Say, you respond to a customer's request and resolved his issue1. He then thanks you and emails you about another issue2. In this case, you can split this issue2 as a new request and assign it ...
    • Can I create Pre-defined Request Templates?

      Yes, you can create pre-defined Request Templates with pre-defined set of values in the Request form fields. Customers or Support Agents can quickly select the Request Template for further action. To add new Request Template, Goto Setup >Templates ...