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New Idea

Change agent to collaborator and vice versa

Related products:Freshdesk
  • July 25, 2023
  • 9 replies
  • 179 views

julia.a
Top Contributor ⭐
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Currently when you want to change an agent into a collaborator account you have to first delete the agent and then create a collaborator account for them. You also cannot change collaborators to agent accounts either.

It would be practical if you could change the type of account without having to delete it first.

9 replies

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  • Active Contributor
  • February 13, 2025

This really needs more focus - this request has been in place for nearly 2 years

The current advisory to first delete the agent and then make them a collaborator is flawed as it creates a situation that this users tickets are unallocated incorrectly and in turn creates inaccurate data, they are still within the company and did work on these items.


julia.a
Top Contributor ⭐
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  • Author
  • Top Contributor ⭐
  • April 9, 2025

@Kamakshi V Is this already on your roadmap?


Kamakshi V
Community Manager
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  • Community Manager
  • April 9, 2025

Hey ​@julia.a ! Thanks for the tag!

Let me check this internally and come back.


julia.a
Top Contributor ⭐
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  • Author
  • Top Contributor ⭐
  • April 23, 2025

Hey ​@julia.a ! Thanks for the tag!

Let me check this internally and come back.

@Kamakshi V Can you give us an update?


Kamakshi V
Community Manager
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  • Community Manager
  • April 23, 2025

Hey ​@julia.a ! Thanks for the tag!

Let me check this internally and come back.

@Kamakshi V Can you give us an update?

Passed this along to the Product team, Julia. I should have an update for you by next week. 


Kamakshi V
Community Manager
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  • Community Manager
  • April 30, 2025

Hey folks!


The feasibility of this is currently being looked into. I’ll flag it as a priority to the teams and keep you posted on any updates that come my way!


fraya
Community Debut
  • Community Debut
  • June 4, 2025

any updates on this ?


  • Community Debut
  • August 26, 2025

This is too bad. We often have employees move into operations from support and we want to know what tickets they worked on in the past. Deleting the agent removes that metadata and all of the SME knowledge built is lost. 


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  • Community Debut
  • August 26, 2025

In the meantime, I keep using the workaround I found with the email change (see last post):