1. Access the Desk application in Zoho CRM Plus.
2. Click the Setup icon on the top bar.
3. Click Agents under Users and Control in the Setup landing page.
4. Click New Agent in the top-right corner of the Agent List page.
You can also click the plus icon next to the Agents menu.
5. In the New Agent page:Enter the First Name, Last Name, and Email Address of the agent you want to add.
Select Light Agent under Roles & Permissions.
Select the Department they belong to. The agent will only be able to access and view tickets that belong to that department.
This option is only available if you have created more than one department.
Enter the Channel Expertise, Bio, Desk Phone, and Cell Phone.
6. Click Add New Agent.
The agent will receive an email invitation, which they must accept by clicking the access link in the email within 7 days of receiving it.