Assign a Lite Agent or Regular Agent to Account

Assign a Lite Agent or Regular Agent to Account

We need to be able to assign an Agent (preferably a Lite Agent since all we will give is read \ view access).

We generate Monthly bill reports for Accounts that are emailed via Advance Analytics. When the accountants see a charge and want the details, we then have to forward the ticket to them (a pain and time-consuming process).

For this reason, it would be great if we could assign an agent to an account so that that agent can only access the account tickets.

Thanks
Rudy

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