Edit Agent Details

How to configure agent details for other agents?

From the Agent details page, you can configure the following details for other agents:

  • Name
  • Username
  • Email
  • Role
  • Category Association
  • Ticket Assignment Throttle limit (if auto assignment is configured)

Note: Only agents with “Manage Agents” permission can edit other agents details. Also agent cannot edit oneself or the account admin’s details.

To edit agents details,

  1. From module switcher, click on Manage >> Agents

  2. Click on the agent from the active agent list to view their details.

  3. Click on the “Edit” option and authorise yourself by entering your password to proceed with editing.

  4. On successful authorisation you can edit the name, username, email ID, role, categories associated and throttle limit of an agent if applicable.

Note: Agents will not see the “Edit” option when they are viewing their own details. Agent can edit their own details in “My settings” page.  

If you are using HappyFox Classic version, refer to the attached document.

Related article

Reset/Change agent password(self)

Change agent email ID(self)

Change other agent’s password

Set auto assignment throttle limit for agents