Is there a way to move collaborators to agents?
Hi
Greetings from Freshworks community. To convert a collaborater into a agent, I suggest you to delete the user who is a collaborator so that their profile would be updated as a contact.
By Design, if you delete an agent or a collaborator, their profile would be converted into a contact . Later you can search using their email address and use the option "Convert to Agent" > Choose Full Time so that you can convert them into a support agent by utilizing your available seats.
Yes i thinks there is a simple way of it.
Why can’t you convert them straight from being a collaborator into an Agent?
Hello, same question, the other way around, also unable to transfer:
I would like to move an agent to collaborator without deleting. The person is still employed, need access just read-only while in a different team. If I delete, every case handled will lose the details of the agent managing it.
Is this possible, so far I am having greyed out the dropdown menu (I have all 4 roles):

Thanks in advance!
I’ve added this as an idea because seems to be an obvious gap in the solution
I’ve added this as an idea because seems to be an obvious gap in the solution
Thanks for your intention, but I believe you just opened a new topic/thread, not an idea/suggestion.
No need, I found there is already on IDEA we should all UPVOTE and subscribe, to push for this feature:
I’ve added this as an idea because seems to be an obvious gap in the solution
Thanks for your intention, but I believe you just opened a new topic/thread, not an idea/suggestion.
No need, I found there is already on IDEA we should all UPVOTE and subscribe, to push for this feature:
Thanks for catching
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