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Roles in HelpDesk

Rafal Kloc
1 min read
updated: Jul 1, 2019

In HelpDesk, there are two roles: Admin and Agent.

Admin

Admin is a role that has all possible permissions. Obviously, you get the role of an Admin when you create a HelpDesk account. This role has access to payments and invoice details. Admin can use all the HelpDesk features, make changes in Settings and add other admins or agents. The number of admins per account is unlimited.

Agent

The number of agents per account is also unlimited. You can add as many users as you want. Agents can solve tickets, add tags and private notes. They can access Settings, but they can’t make any changes. Agents don’t have access to payment details and they can’t invite other agents or create teams.

Assign a role

As an Admin, you can choose what role the newly added user should have. You can also change this role later. While adding a new user, expand the “Role” dropbox and select the role you want to give to that user. Assigning roles in HelpDesk When you want to change permissions of existing users: 1. Click the editing icon. Edit agent details 2. Go to the “Permissions” section, and choose what role the user should have. Permissions in the agent sention

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