Question

Restricted access to contacts for agents

  • 8 December 2021
  • 1 reply
  • 17 views

Is there any way to customize agents' permissions so that they only have access to specific contacts?

In our case, it's about a partner who should only see the tickets of a certain group of customers. However, since all contacts are displayed to this, this is a high security risk with regard to data protection laws.

 

Is there a way to get around this risk?


1 reply

Userlevel 7
Badge +9

Hi @hanneselb. I see that you’ve joined us recently. Welcome aboard to the Refresh Community! I hope you’re doing well :)

To answer your question, yes, there is a way to assign/ change agent permissions within Freshservice. Freshservice provides pre-defined agent roles that you can choose from and select plans also have the option of creating custom roles. 

Please refer to this help article that details out the steps: https://support.freshservice.com/support/solutions/articles/154760-setting-agent-roles-and-permissions

Hope this helps. Feel free to add your follow up questions and I can direct it to out product experts who can help you with it.

Wishing you happy holidays! :)

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