How do I re-name Role or delete the Role?
To re-name or delete a Role, Goto Setup > Admin Settings > Roles > Move your mouse pointer over Role and select Edit or Delete option.
Refer Roles for more help.
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Can I re-order or re-organize Tabs?
Yes, you can re-order Tabs as per your organization requirement. Goto Setup >Tab Settings > Organize Tabs. Now, edit a particular module to change the display name of a tab. For more refer Tab Settings
Accidently Deleted Requests. How to Re-store?
You can restore records from Re-cycle Bin, Goto Setup >Admin Settings >Recycle Bin.
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. Click Setup > Admin Settings > Roles. In the Roles page, click the New Role icon. In the New Role page, do the following operations: Role Name: Specify the name of the role. Reports ...
Can I re-invite a Customer Portal user?
Yes, you can re-invite your Customer Portal user if they have not accepted their first invite. To carry out this function, Goto Setup in Zoho Support > Customer Portal Settings > Customer Portal Users. In the Customer Portal Users page, you can find ...
Can I delete the Department?
No, you cannot delete a Department. Instead you can edit & change the Department name. Or To stop fetching e-mails to that Department, Goto Setup > Admin Settings > Mail Server Settings >Stop Fetching for the Mail account associated with that ...