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Outvio Desk: How to add an agent?
Outvio Desk: How to add an agent?
Maarit Marguste avatar
Written by Maarit Marguste
Updated over a week ago

When your customers and couriers start submitting tickets, you might need some help from your colleagues. Outvio Desk allows you to add a personal profile with login data for each collaborator. 

➡️ To add your agents, go to Settings and click on Agents.

Click on before adding each agent.

➡️ The attributes you can add to the agent are Name, Email, and Position or Role.

➡️ Enable this agent to view the folder of all the tickets: Ticking this gives the agents access to all of the folders, even the ones that aren't assigned to them.

➡️ Grant this agent with admin permissions: This gives the agent access to the Settings

The newly added agent will receive an invitation email that prompts them to create a password for the account.

You can add the agent to different teams, and tags and start assigning tickets to them!

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