How many Support Agents can I add during the trial?

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• 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 ...

• 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.

• How do I restrict Delete Permission for Support Agents?

  You can restrict Delete Permission by setting the Profiles under Setup > Admin Settings > Profiles. You can either edit the default Standard Profile or add a new Profile and un-check Delete options for the modules and save the Profile. Now, associate ...

• How can I restrict Support Agents to view only their request?

  You can restrict Support Agents to view only their records/requests. To restrict requests & records, you have to first setup your organization Role Hierarchy. For example, Team leaders can access all the Support Agents records where as Support Agents ...

• 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 ...