How do I change an agent to a light agent?

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6 Comments

  • Linda Schlosser
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    how do i find out who my account owner is?

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  • Rebecca
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    Hi Linda! 

    We have a resource on this here - https://support.zendesk.com/hc/en-us/articles/226287348-How-do-I-find-out-who-the-Support-account-owner-is- 

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  • Sarah Cardinal
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    Hello !

     

    We are interested in making our agents light agents, how do we proceed ?

    Our account is professional. 

     

    Thank you 

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  • Nicole - Community Manager
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    Hi Sarah, 

    As it says in the article above, first you'll need to re-assign all of those peoples' tickets to someone who is a full agent. 

    Then you'll need to make sure you've purchased and set up the Light Agents Add-on. From there, you just go into the settings and change them from Agent to Light Agent. 

    All of the instructions are above, and if you need more information, I suggest this article: Understanding and setting light agent permissions

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  • Darren Stagnaro
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    Hey @Nicole or anyone else - we just enabled the light agent feature and are looking to do a bulk import of company members from other orgs as light agents. Do I have to create each person as an agent and then move them over to light agent or is there an easier path? I have ~40 people I need to do this with.

    Alternatively, we are using SSO. Is this something I could easily do through that process on our side?

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  • Nicole - Community Manager
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    Hey Darren -

    You should be able to do the bulk import and set the role all at once. Instructions are in this article:

    Bulk importing users

    Check that out and let us know if you have further questions!

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