What actions can a light agent perform in Desk?

What actions can a light agent perform in Desk?

Light agents can: 
  1. View tickets, accounts, contacts, articles, activities, reports, and dashboards.
  2. View Company, Products, Personal Settings (except signature), and Support Contract details under Setup.
  3. Leave private comments in tickets, contacts, accounts, activities, and articles.
  4. View and customize their profile information.
  5. Belong to groups and receive group notifications.
  6. Export module data using the Import/Export function under Setup.
  7. View all custom views and create a private view that only they can see.
  8. Receive alerts through automation and on ticket escalation.

    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION








                                You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                    Manage your brands on social media

                                      Zoho Desk Resources

                                      • Desk Community Learning Series


                                      • Digest


                                      • Functions


                                      • Meetups


                                      • Kbase


                                      • Resources


                                      • Glossary


                                      • Desk Marketplace


                                      • MVP Corner


                                      • Word of the Day


                                        Zoho Marketing Automation

                                          Zoho Sheet Resources

                                           

                                              Zoho Forms Resources


                                                Secure your business
                                                communication with Zoho Mail


                                                Mail on the move with
                                                Zoho Mail mobile application

                                                  Stay on top of your schedule
                                                  at all times


                                                  Carry your calendar with you
                                                  Anytime, anywhere




                                                        Zoho Sign Resources

                                                          Sign, Paperless!

                                                          Sign and send business documents on the go!

                                                          Get Started Now




                                                                  Zoho TeamInbox Resources



                                                                          Zoho DataPrep Resources



                                                                            Zoho DataPrep Demo

                                                                            Get a personalized demo or POC

                                                                            REGISTER NOW


                                                                              Design. Discuss. Deliver.

                                                                              Create visually engaging stories with Zoho Show.

                                                                              Get Started Now







                                                                                            You are currently viewing the help articles of Sprints 1.0. If you are a user of 2.0, please refer here.

                                                                                            You are currently viewing the help articles of Sprints 2.0. If you are a user of 1.0, please refer here.



                                                                                                  • Related Articles

                                                                                                  • How do I add a light agent in Desk for Zoho CRM Plus?

                                                                                                    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 ...
                                                                                                  • Who are light agents in Desk?

                                                                                                    Light agent is a profile which restricts the permission of users in Desk. It can be assigned to users who are not part of the customer support team. Light agents can support full-time agents by adding private comments to their tickets, which can only ...
                                                                                                  • Getting started guide for Zoho CRM Plus Admins

                                                                                                    When you sign up for any application, there are always key user details you need to enter during the setup phase. When you set up a CRM Plus account for your organization as an administrator, you will need to enter some general information about your ...
                                                                                                  • What actions can I take in Zoho CRM Plus if I purchase online?

                                                                                                    If you purchase online, you will be able to perform the following from Zoho CRM Plus:  Purchase add-ons  Change your support plans Upgrade to Premium or Enterprise support Change your support plans from monthly to yearly payment
                                                                                                  • What is the Admin Panel in Zoho CRM Plus?

                                                                                                    The Admin Panel in Zoho CRM Plus is a centralized user management console where you can manage your organization and user account settings and your subscriptions.    The Admin Panel consists of four tabs: Organization: Update general organization ...
                                                                                                    Wherever you are is as good as
                                                                                                    your workplace

                                                                                                      Resources

                                                                                                      Videos

                                                                                                      Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                      eBooks

                                                                                                      Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                      Webinars

                                                                                                      Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                      CRM Tips

                                                                                                      Make the most of Zoho CRM with these useful tips.



                                                                                                        Zoho Show Resources