Managing the role of an agent

Assigning roles to people is a great way to organize your agents based on the tasks they’re most likely to perform in your workspace.

  1. Go to Admin Panel.

  2. Click on Roles.

  3. It will navigate you to the Manage Roles main page, where you can see different permissions based on the role.

  4. You can choose the permissions by clicking on checkboxes.

  5. Once you make the necessary changes, click Save Changes, and the changes will be updated.

  6. If you do not wish to proceed with the changes, click the Reset button.