Understanding and setting light agent permissions

Note: This feature has the following plan restrictions:

• Suite Growth includes up to 50 light agents.
• Suite Professional includes up to 100 light agents.
• Suite Enterprise includes up to 1000 light agents.
• Suite Enterprise Plus includes up to 5000 light agents.

Light agents have limited permissions but can stay informed about tickets and, when needed, provide subject matter expertise and advice by adding private comments to the ticket. All ticket comments by light agents are private, including the first comment of any tickets they create. To assign a light agent role, see Setting roles and access in Zendesk Admin Center.

This article contains the following sections:

• Understanding what light agents can do
• Configuring light agent ticket access and reporting permissions

Important: You are prohibited from using the API or any Software to effectively provide Light agents with access, functionality, or permissions that they are not otherwise permitted to use or access in the Zendesk Support Agent user interface (as set forth below).

Understanding what light agents can do

Light agents have the following access and permissions.

Area	Light agents can...	Light agents can't...
Tickets	View either tickets assigned to groups they're in or view all tickets Make private comments Be the ticket requester Edit ticket properties at the time of ticket creation Be CC'd on tickets (see Setting permissions for CCs and followers) Create tickets on behalf of existing end users. However, the end user won't be able to see it until another agent adds a public comment. Edit ticket properties for tickets they're requesters on after the ticket is created Add, access, and download attachments Create, reply to, close, and reopen side conversations Add and remove tags from their own tickets. They can also bulk add tags to their tickets, but cannot bulk remove tags.	Make public ticket comments Be assigned to tickets Change the ticket status Reassign tickets to another group, unless they are the ticket requester Edit ticket properties, unless they are the ticket requester CC agents or end users other than themselves, except for when they create a ticket on behalf of someone else Use the @mention feature because it adds a CC to the ticket, which they don't have permission to do Respond to CSAT surveys Forward emails using agent email forwarding Create, send, or be assigned side conversation child tickets.
People	View user profiles	Edit user profiles Assume a user's identity Change a user's password Create new end users
Guide	View areas of the Help Center knowledge base and community that are restricted to agents Add and edit articles in the knowledge base where agents have permission Add and edit posts in the community where agents have permission	Be a Guide admin View article revisions
Reports	View Explore dashboards that have been shared with them (Suite Enterprise, Support Enterprise, and Explore Professional legacy plans only)	Create and share Zendesk Explore queries and dashboards
Views	See views only	Create or edit views
Business rules	Apply macros	Create, view, or edit macros, automations, or triggers Be used as conditions in business rules For example, you can't create a trigger that emails the agent assigned to the ticket when a user who is a light agent comments on it. Respond to CSAT surveys
Channels		Respond to calls Manage channels
Mail API		Respond to notifications or create new tickets
Apps	Use any installed Zendesk apps within Support Perform permitted actions on their tickets in the Zendesk Support Mobile app
Zendesk Chat	Light agents can reassign a ticket from chat if they were the serving agent. Once the ticket is assigned to another agent, the light agent cannot change the ticket assignee.
Zendesk Talk		Light agents cannot be enabled as Talk agents.

Configuring light agent ticket access and reporting permissions

After you understand when to use the light agent role and what they can do, you can configure some of the permissions. The method you use to configure permissions for light agents varies depending on whether you are on a Suite Growth, Professional or Enterprise plan. You can configure options for ticket access for light agents, and, if you're on Suite Professional or above, you can additionally configure access to reports. The other light agent permissions shown in the table above can't be changed.

• Configuring light agent permissions with Suite Professional
• Configuring light agent permissions with Suite Enterprise

Configuring light agent permissions with Suite Professional

If you're using Suite Professional, you can configure light agent permissions for reports and ticket access.

To edit reporting and ticket permissions for light agents (Suite Professional)

1. Click the Admin icon () in the sidebar, then select Settings >Agents.
2. Next to Light Agent access, select an option for What kind of tickets can this agent access?:
   • All within this agent's group(s) for light agents to access only tickets in their groups.
   • Requested by end users in this agent's organization for light agents to access only tickets requested by end users in their organization.
   • All for light agents to access all tickets.
3. If you selected All within this agent's group(s) above, and you want light agents to still be able to assign tickets to any group when they're the requester, also select Agent can assign to any group.
4. For What can this agent do with reports, set Insights reporting permissions to Can view only or Cannot view. Light agents with Suite Professional cannot view or access Explore reports.
5. When you are finished, click Save.

Configuring light agent permissions with Suite Enterprise

If you're using Suite Enterprise, you can only configure light agent permissions for ticket access.

To edit reporting and ticket permissions for light agents (Enterprise)

You can't clone or modify the light agent role, except for the two settings for tickets and reporting.

1. Click the Admin icon () in the sidebar, then select Manage > People.
2. On the People page, click roles.
3. Next to the Light agent role, click edit.

   If you are using Explore, you can only change settings in the Tickets section.

4. Under Tickets, select an option for What kind of tickets can this agent access?:
   • All within this agent's group(s) for light agents to access only tickets in their groups.
   • Requested by end users in this agent's organization for light agents to access only tickets requested by end users in their organization. Light agents with Suite Enterprise can't access queries or edit Explore reports, but you can share Explore dashboards with them in view only mode.
   • All for light agents to access all tickets.
5. If you selected All within this agent's group(s) above, and you want light agents to still be able to assign tickets to any group when they're the requester, also select Agent can assign to any group.
6. Click Save.