I have recently set up a new agent which is a 3rd party service delivery partner.
I have restricted their ticket access to only the Group they are associated with, but they can see all contacts and companies.
How can I restrict their visibility to only the company and contacts they are supporting?
Thanks,
Faye
Hi Folks,
Using the ticket scope, we would be able to restrict the agents only from viewing a certain set of tickets. We do not have the option to restrict the agents from viewing a certain set of companies and contacts. As a workaround, you can create a custom role for your agents under Admin >> Roles, where you can restrict the agent from creating/editing/deleting/exporting the contact details. They would just be able to view the contact.
However, I shall definitely pass on the feedback to our product team to limit the agents from viewing only a certain set of companies/contacts and explore the possibilities of this feature being picked up.
Cheers!
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