Changing an agent's role

Administrators can change an agent's Support role in the following ways:

• By upgrading the agent to an administrator role
• By downgrading the agent to an end-user role
• Removing a user from your account

Before proceeding, we recommend you read the article Best practices for removing agents, which contains suggestions to avoid some of the common pitfalls in this process.

Upgrading an agent's role to administrator

Administrators can promote agents to the administrator role.

To promote an agent to the administrator role

1. In Admin Center, click People in the sidebar, then select Team > Team members.
2. From the list, click the agent you want to upgrade.
3. On the Roles and access tab of the agent's page, select Admin from the Role drop-down list for Support.

   

4. When you are finished, click Save.

   An email is sent to all administrators notifying them that the agent has been added as an administrator.

The agent's existing group assignments remain; you can add or remove them from groups as needed.

Downgrading an agent's role

Administrators can downgrade an agent's role to end user.

To downgrade an agent's role

1. In Admin Center, click People in the sidebar, then select Team > Team members.
2. From the list, click the agent you want to downgrade.
3. On the Roles and access tab, click Go to user profile.
4. On the agent's profile, set the User type to End user.

   You'll see a warning screen that informs you of the privileges that will be lost by this user if you continue with the downgrade. Verify that this is what you want by selecting Yes, downgrade this user . Once you select this, your agent is no longer an agent and will no longer count towards your agent limit.

Removing a user from your account

After downgrading the agent to an end user, you can suspend them from the account. This removes them from your Support instance.

To suspend a user from your account

1. In Support, click the Customers icon () in the sidebar.
2. Locate the agent who was downgraded to an end user and click Edit.
3. Click the drop-down icon at the top-right of the profile and select Suspend access.