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Setup Agents and Supervisors


In this post I’ll explain how to setup Agents and Supervisors as your support staff. Please note this is optional and if you are single person (Administrator) managing support, there is no need to follow this post.

Following Steps are used to setup Agents & Supervisor.

Step 1: Firstly create/register your users :

Go to Dashboard > Users > Add New and add multiple users.

Step 2: Go to the  Dashboard > Support Plus > Agents  >Agents & Supervisors > Add New.

Step 3:  After you click on Add new button the popup will  show  you Agent list & list of user role. Select a user and a role for that user. You can set selected user as Agent/Supervisor/Admin.

Please note, Agent / Supervisors are your Representative for supporting tickets. They are different from Customers and has bellow capabilities-

Agent

  • Can see and reply all tickets assigned to Him
  • Can see and reply all tickets created by Him

Supervisor

  • Can see and reply all tickets assigned to Him
  • Can see and reply all tickets created by Him
  • Can see and reply all tickets of category assigned to Him

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