What does Share Data with Peers mean under Roles?

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  Certainly. You can define the level of access to each others data using Data Sharing Settings in Zoho Support. You can create sharing rules for all the modules apart from the organizations default share settings. You can provide the following types ...

• I'm unable to create Roles & Profiles

  Please make sure you have added two or more Support Agents in your organization account. Goto Setup > Admin Settings > Support reps >add another rep, so that options like Roles, Profiles, Groups show ups automatically.

• 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 ...

• What does Primary Contact in Company Details Mean?

  Primary Contact is the person to whom all the alerts, related to Subscription are sent. Please make sure Primary Contact information is updated with the current information.

• What does the Display Name mean in Mail Server Settings?

  Display Name is the name which is displayed in-front of your From ID. For example the FROM ID is like "Zoho Support <support@zohosupport.com>" if you set "Zoho Support" as your display name.