About agent permissions

Agent permissions ensure that agents only have access to the Tymeshift features they need to use. When you set up your account preferences, you can allow or restrict access in a way that reflects your organization's structure and access management system. Specify different permissions for your agents, team leads, admins, managers, or other roles.

Note: Agents must refresh their browsers for the agent permission changes to take effect.

This article contains the following topics:

• Setting agent permissions
• Assigning roles to agents

Related articles

• Creating Tymeshift roles
• Managing user access
• Exporting the agent list

Setting agent permissions

You can set or edit permissions that allow agents to access certain Tymeshift features. To help navigate the Agent Permissions page, you can filter the agent list and agents will only appear within their default group.

To set agent permissions

1. Hover over the admin icon, then click Agent Permissions.
   
2. Click Agent Permissions.
3. Enter an agent's name in the search bar.
4. Select or deselect the features you want that agent to access.

Note: Make sure to accurately review the users you're applying the permissions to.

Assigning roles to agents

Creating and assigning roles is helpful when you're organizing agents. To assign a role to your agents, click the No Role dropdown button on the top left and select one of the roles from the list. If you haven’t created any roles yet, you can still define each agent’s permissions here by selecting No Role.