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Other Agent Permissions

in Agent Permissions
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Published: Sep 21, 2021|Last updated: Oct 15, 2021

Other Agent permissions that can be controlled in your helpdesk from Agents > Agent Profiles include:

Agent People Permissions

People permissions control Agents' access to User and Organization permissions. These grant or limit permissions regarding the Customer Relationship Management System and how the individual Agents can alter the User and Organization data in the system.

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Agent Chat Permissions

Chat permissions control Agents' access to the User-facing Chat system and how they can use it, the Agent must also have corresponding Chat Department Permissions in order to access a specific Chat Department.

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Note

These settings only apply to the User-facing Chat. Agent IM is always enabled for all Agents that are logged into the Agent interface.

Agent Voice Permissions

Admins can control which individual Agents have access to the Voice channel in your helpdesk.

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Agent Publish Permissions

Publishing permissions control what access an Agent has to the Publish app which enables Agents to publish content on the Help Center.

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Agent Profile Permissions

These control whether an Agent can set their own profile picture, which is displayed on the Agent interface and Help Center, and Signature, that is automatically added to replies sent to Users. These settings are found in the Others tab of Agent Permission.

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Agent Task Permissions

Task permissions control Agent access to the Tasks app, granting Tasks permission is controlled in the Others tab of Agent Permissions. You can select more specific Task permissions through Features > Tasks. See the section on Task Settings for more detail.

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Agent Snippet Permissions

Also found in the Others tab, Agent's Snippet permissions dictate how they can use the Snippet feature, this includes the creation of Snippets for their own use, as well as modification and deletion of other Agents' Snippets.

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