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Why can't some of my agents edit user and organization fields?



Edited Mar 01, 2024


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Does this also apply to editing Light Agents (or any agent)?  In other words, is assigning these permissions also allowing them to add Agents to multiple orgs?

We are on Enterprise plan.  Scenario: all internal employees are Light Agents.  If someone submits an internal ticket for one of our customers, we want to set the Org to that customer, but leave the requester as the Light Agent.  We have written a plugin that does all this, and it works for me as an Admin but not them as an Agent.  It is a custom role, and they previously did not have those permissions, but after adding them and the Agent logging out/in again, it still didn't work.

Thoughts?

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Dane

Zendesk Engineering

HI Steven,

Light Agent permissions cannot be modified. For light agent permissions, please refer to Understanding and setting light agent permissions.
 
For the custom role you can try to use these permissions. If the same issue persist, please contact us directly for us to investigate.
 

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This is a rather thin article that does not provide any context for self-support. 

Which user plans allow for agents to edit-end user details? How does one turn on the settings to allow this? Is this automatic when updating subscription tier?

Edit: The information in the article is incorrect or not complete. But I have found the answer for you. 

On lower tier plans, agents can edit end user information such as phone number only if they have ticket access to all tickets, not just ticket users in their group. On enterprise accounts, this setting is made by defining user roles. On lower-tier accounts, this is done by going into the agents profile, clicking 'edit in support' and changing their ticket access to 'all tickets'.  

 

 

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